4 Comments

Congrats on another excellent analysis! The only thing I would add is that leading Chinese EV maker BYD has already entered the Japanese market and is aggressively marking its cars. I see their Japanese language adds in my FB feed all the time, and a university colleague just bought a BYD and so far is satisfied.

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This is the beginning of the end for Japan. Things can go direful for Japan if the conflict in Taiwan occurs.

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I'm so sick of the "Japan doomed" narrative

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I agree. Japan is not doomed. But it has to recognize and fix its problems in order to recover and providing analysis of what needs to be done is the purpose of my blog.

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