Research Briefing
At its monetary policy meeting on Friday, the Bank of Japan (BoJ) unexpectedly announced it would start to sell its...
Japan
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Displaying 1 to 20 of 175 results
Research Briefing
Research Briefing High uncertainty means a cautious the Bank of Japan
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Consulting Report
Japan, the world’s third-largest advertising market, is seeing a rapidly maturing online advertising sector, while traditional channels still account for...
Research Briefing
We believe the huge increase in foreign workers in Japan will prove unsustainable, despite the considerable labour shortages across various...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Research Briefing
Amid the continued decline in working-age population, we expect Japan's knowledge-intensive manufacturing sectors will likely outperform other sectors. Machinery, automotive,...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Research Briefing
Japan's industries, which are exposed more to international demand than to tepid domestic demand, are often concentrated in certain cities....
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
The 'Liberation Day' tariffs, together with separately announced higher tariffs on auto imports to the US, will lead us to...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Research Briefing
We have revised our CPI forecast upwards for this year and next, due to more persistent supply side-driven food inflation,...
