In this episode of The Grant Williams Podcast, I welcome back Andrew McDermott of Mission Value Partners for a fascinating reassessment of one of the world’s most misunderstood economies. While many investors remain focused on Japan’s currency, bond market, and decades of sluggish growth, Andrew argues that these headline narratives obscure a far more important story: Japan remains one of the world’s indispensable industrial powers. Together, we explore how Japanese companies quietly embedded themselves deep within global supply chains after the trade tensions of the 1980s and 1990s, becoming world leaders in advanced manufacturing, semiconductors, robotics, defence systems, machine tools, and precision engineering. The discussion also examines the strategic consequences of a weaker yen, Japan’s evolving relationship with the United States, and why the country’s greatest investment opportunities may lie not in broad market indices but in the globally competitive industrial businesses that continue to underpin much of the modern economy.
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