Research Briefing
The consumption recovery in Japan has been noticeably slower than in other advanced economies. The recent pick up in the pace of the recovery was mainly brought about...
Japan
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Displaying 1 to 20 of 172 results
Research Briefing
Japan's labour force has increased due to rising labour participation by females and seniors, despite a decline in the working-age population. However, hours worked per capita have been...
Research Briefing
With most of the continent finally treating Covid as endemic, we expect APAC's private consumption growth to remain resilient in...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Research Briefing
The BoJ's quarterly Outlook Report revised up the median CPI forecast to 2.3% from 1.9% for FY2022, but estimates for FY2023 at 1.4% and FY2024 at 1.3% remain short of the BoJ's 2% target.
Research Briefing
The Bank of Japan stuck to its monetary policy at today’s (17 June) meeting, maintaining current short-term policy rates at -0.1% and long-term rates...
After tough negotiations within Japan's ruling party, on June 7 the cabinet finally approved the Basic Policy on Economic and...
Research Briefing
Households' financial surpluses sharply increased in 2020 and remained high in 2021 due to the Covid pandemic. Most of the...
Research Briefing
Like in other major economies, we expect inflation in Japan to remain elevated in 2022 – we project Japan's inflation rate will hover around 2% y/y over the year.
Research Briefing
Amid a sharp depreciation of the yen, now at a 20-year low against the US dollar, financial markets have focused on the BoJ's possible adjustment to its...
Research Briefing
Japan’s export share has remained stable at slightly below 5% since the mid-2010s, except for a brief swing before and...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...
Research Briefing
Japan’s parliament has approved the latest supplementary budget, which includes the second-largest expenditure package in its history. But while the...
Research Briefing
The Bank of Japan (BoJ) left monetary policy unchanged at today’s meeting, maintaining current short- and long-term interest rates. Commodity...
Research Briefing
Japan’s foreign direct investment (FDI) position nearly tripled over the past decade, even as domestic investment stagnated. Currently, 40% of...
Research Briefing
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
