Perspectives

Rigorous Thinking on Complex Markets.

Original research, empirical observations, and contrarian perspectives on corporate strategy, organizational design, and the evolving business landscape in Japan and Asia.

Data analysis
Corporate Strategy September 12, 2026

Navigating the New Realities of the Asian Supply Chain

Geopolitical shifts and economic decoupling are forcing multinational boards to rethink their operations. The era of pure cost-arbitrage optimization is over; resilience and redundancy are the new mandates. We analyze how leading Japanese manufacturers are restructuring their tier-1 and tier-2 supplier networks to mitigate sovereign risk without destroying operating margins.

By Kenji Sato, Managing Partner

M&A
M&A Integration August 24, 2026

The Silent Killer of Deal Value: Cultural Due Diligence

Financial models for cross-border acquisitions often assume seamless integration. In reality, the collision of a Western performance-driven culture with a Japanese consensus-driven culture often paralyzes decision-making post-merger. We outline a framework for conducting rigorous cultural due diligence prior to signing, and strategies for establishing a unified operating cadence on Day 1.

By Elena Rostova, Partner, Organizational Design

Executive thinking
Leadership July 08, 2026

The Evolution of the Chief Strategy Officer in Tokyo

Historically, the CSO role in traditional Japanese conglomerates was focused on long-term planning and incremental refinement. As these organizations face disruptive threats, the mandate is shifting rapidly toward aggressive portfolio management and internal disruption. We explore the profiles of successful modern CSOs in Japan and the structural authority they require to be effective.

By Kenji Sato, Managing Partner

Data review
Turnaround June 15, 2026

Liquidity Before Strategy: The Anatomy of a Successful Turnaround

When an enterprise faces acute distress, strategic debates are a luxury it cannot afford. We detail our triage methodology for stabilizing distressed assets: ruthlessly managing cash flow, identifying core value drivers, and surgically excising non-performing divisions before attempting to pivot the business model.

By David Chen, Principal