Rei Samuelsson Saito
@konichivalue
Your insider for Japan's economic trends. Author of https://www.konichivalue.com/
Taken the Shinkansen every week for a year and hasn't had the Shinkansen exclusive ice cream... Until now!

As you may know, I’m a diehard train fanatic, especially on bullet train. So when I warn that the West is wasting billions on vanity high‑speed rail schemes, you know I’m deadly serious! lovetransit.substack.com/cp/169017041
I don't understand! Japan Inc has the world's greatest car companies, one of the world's greatest car battery maker (Panasonic), and one of the world's greatest EV engine maker (Nidec), and yet seem incapable of making a single decent EV! Someone please explain why?
This is Japan’s most overvalued company: konichivalue.com/p/japans-5-mos… Can you guess which one it is?
Ryo Tatsuki, the manga artist who predicted the 2011 Fukushima Earthquake, has a chilling prophecy for July 5th, 2025: a mega-earthquake that would devastate Tokyo. This is what would happen if her predictions came true: konichivalue.com/p/what-if-a-me…
Today I truly hate working with Japanese people: Zero flexibility, zero trust, and zero efficiency...
Japan Invented Our Future; So Why Didn’t They Get the Credit? youtu.be/8M81uyhIXbs?si… via @YouTube
I’ve started a series on the five most overvalued companies in Japan. Can you guess them? konichivalue.com/p/japans-5-mos…
People love blaming religion for all problems, but without it civilization wouldn't exist. How else do you get millions of starving people to cooperate, not kill each other, and work toward a common goal? Religion was past surveillance, and worked! Today, we have CCTV
This might be the article I’ve worked hardest on all year, because my trip to Mongolia was one of the most fascinating experiences of my life. I put my whole heart into writing it. Hope you enjoy this free Sunday read: konichivalue.com/p/mongolia-the…
Just back from an incredible journey across Mongolia: Yurt districts to the Gobi dunes, sharing stories with miners, monks & millennial hustlers🐫✨ Now writing a deep‑dive on its fragile present, daring future, and Japan’s growing role 🇲🇳🇯🇵 Feel free to ask anything!

If you think the Kardashians set unachievable standards for how to look right after giving birth, you should not look at the average Japanese mom... A lot of women here go on a diet while pregnant!
The dumbest part about this article is that SK, a very Christian country, has an even lower birthrate than Japan!
New article! Japan, with a TFR of just 1.16 in 2024, is unlikely to see a lasting fertility recovery until it turns away from its long history of religious intolerance and persecution, which continues to this day. Brutal suppression is why just 1% of Japanese are Christian today.
This is my unpolished and bold take: Trump’s massive tariffs just wrecked Japan and China; and the pressure might just throw them into each other’s arms. Frenemies no more? 👇 konichivalue.com/p/frenemies-no…