Category: Japan Economy
The analysis published under this category are as follows.
Wednesday, July 21, 2010
Japan, Land of the Rising Debt / Economics / Japan Economy
By: Vitaliy_Katsenelson
Investors are understandably scared of the sovereign debt crisis unfolding in Europe. Amid their angst, however, they are ignoring a more likely, and significantly larger, debt catastrophe that is about to hit the nation with the second-largest economy in the world — Japan. Two decades of stimulative, low-interest-rate fiscal policy have made Japan the most indebted nation in the developed world, and as new Prime Minister Naoto Kan recently said, in his first address to Parliament, that situation is not sustainable. Japan has little choice but to raise interest rates substantially, with dire consequences far beyond its shores. Read full article... Read full article...
Thursday, July 08, 2010
The Real Housewives of Japan Shopping for Bargains Driving Deflation? / Economics / Japan Economy
By: Money_Morning
Keith Fitz-Gerald writes: KYOTO, Japan - Could 70,000 Japanese housewives tip this Asian giant into a deflationary spiral?
As farfetched as that sounds, it's become a major cause for concern in this nation of 128 million, which has been in an economic funk for two decades. These "real housewives" are part of a user-driven, social-networking site called Mainichi Tokubai, which delivers the best prices on specific grocery-store items to the fingertips of Tokyo-region consumers.
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Wednesday, February 17, 2010
Japan Economy GDP Growth Recovery, Too early to celebrate? / Economics / Japan Economy
By: Fresbee
High growth at 1.1% QoQ (4.6% saar) in 4Q 2009 The Japanese economy grew 1.1% QoQ after seasonal adjustment (or 4.6% saar) in 4Q (Oct-Dec) 2009, higher than DB forecast (0.7%; 2.8%). The noteworthy development is that private consumption registered the third consecutive quarterly increase (0.7% QoQ) thanks to fiscal stimulus on the purchase of consumer durables and that private capital investment recovered for the first time in seven quarters (1.0% QoQ).
Wednesday, January 20, 2010
Japan Deflationary Depression Myth, Heading for an Inflationary Spiral? / Economics / Japan Economy
By: Claus_Vogt
During the past few years you have most likely read about Japan’s so-called lost decade or its so-called deflationary malaise. And you may have heard warnings that the Japanese experience might be the dire blueprint for what’s to come in the U.S.
Since there are some striking similarities between Japan of the early 1990s and the U.S. today, it’s definitely worth the effort to have a closer look at what is going on in Japan — and what is probably going to happen in the U.S.
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Saturday, January 16, 2010
Japan in a Permanent Deflation Trap A Myth! / Economics / Japan Economy
By: G_Abraham
Japan is a perfect case study of how monetary policy can go awfully wrong and how the damage can be permanent. Japan, claims PIMCO’s Paul Mcculley, has entered into a disastrous self feeding deflationary spiral which is impossible to exit.
Friday, November 20, 2009
Why Investors Can’t Ignore a Rebounding Japan / Economics / Japan Economy
By: Money_Morning
Martin Hutchinson writes: In a visit to Japan in the early 1990s, U.S. President George H.W. Bush threw up over the Japanese prime minister. When President Barack Obama visited Japan last weekend, he offered an effusive bow to the Emperor Akihito.
Politically, U.S.-Japanese relations have improved dramatically during that two-decade stretch.
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Saturday, October 10, 2009
On CNBC: Will Japan Drive Our Interest Rates Higher? / Interest-Rates / Japan Economy
By: Vitaliy_Katsenelson
I was on CNBC a few days ago discussing the Japan debt situation. Here are my talking points and some additional thoughts – a lot of them I did not have a chance to cover in the previous note or the interview.
Wednesday, July 22, 2009
Can Japan Avoid Another Lost Economic Decade? / Economics / Japan Economy
By: RGE_Monitor
Deleted.
Tuesday, May 19, 2009
Japans Economy Crashes by 4% in 1st Quarter, Discounted by Stealth Stocks Bull Market / Economics / Japan Economy
By: Nadeem_Walayat
Japan reported GDP contraction of 4% for the 1st Quarter of 2009 which is the worst fall on record and equates to an annualised crash of 15%. However the fall is less than the widely expected fall of 4.2%, with the stealth stocks bull market continuing to recover from the March lows, which is suggestive of much better data in quarters 2 and 3 of 2009.
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Thursday, March 26, 2009
Investing in Japan: Profit Play or Investment Trap? / Stock-Markets / Japan Economy
By: Money_Morning
Martin Hutchinson writes: Anyone who has ever visited Japan knows it to be a country where everything works beautifully - and with great efficiency. Right now, however, it's clear that something has gone horribly wrong there.
Japan's exports for February were down a shocking 49.4% on a year-over-year basis. The Japanese economy suffered a fourth-quarter decline of 3.2% - twice the decline of its U.S. counterpart - and is expected to drop by a similar amount during the current quarter.
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Wednesday, March 25, 2009
Japan's Economy Caught In Deflationary Downward Spiral; Exports Plunge, Prices To Follow / Economics / Japan Economy
By: Mike_Shedlock
Recessions have taken their toll on Asia exporters. Inquiring minds are reading Japan Exports Drop Record 49% as Global Slump Deepens . Japan's exports plunged a record 49.4 percent in February as deepening recessions in the U.S. and Europe sapped demand for the country's cars and electronics.
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Thursday, February 26, 2009
Japan's Economic Crash as Exports Halve / Economics / Japan Economy
By: Money_Morning
Jason Simpkins writes: Japan's exports were cut nearly in half last month as the global downturn crushed demand for the country's electronics and automobiles, a development that increases the odds that the Japanese yen could be poised for a tumble. Read full article... Read full article...
Sunday, February 15, 2009
Japan's Economy Collapses into Economic Depression / Economics / Japan Economy
By: Nadeem_Walayat
Japan today released truly shocking GDP data for the fourth quarter of 2008, the Japanese economy contracted by 3.3% which equates to an annualised rate of 13.2% which is on par with magnitude of contraction that is associated with an economic depression. All exporting countries are experiencing a crash in exports which fell by 14% in the quarter, as western consumers stop buying and start saving. Japans industrial plunged by nearly 10% in December 2008, down 20% on the year earlier.Read full article... Read full article...
Tuesday, December 23, 2008
Japanese Economy in Crisis as Toyota Reports First Operating Loss Since 1938 / Companies / Japan Economy
By: Money_Morning
Don Miller writes: Joining a chorus of ailing U.S. automakers, Toyota Motor Co. ( TM ) yesterday (Monday) forecast its first operating loss in 71 years on plummeting demand and sharp appreciation of the Japanese yen. The announcement prompted Moody's Investors Service to consider downgrading the company's top-rated credit.Read full article... Read full article...
Monday, September 01, 2008
Japan Economic Stimulus Plan Will Not Prevent Recession / Economics / Japan Economy
By: Money_Morning
Jason Simpkins writes: Japanese Prime Minister Yasuo Fukuda will spend about $108 billion (11.7 trillion yen) on a stimulus package that critics say is more of an attempt to salvage political support than it is a serious effort to rescue an economy teetering on the brink of recession.Read full article... Read full article...
Wednesday, May 14, 2008
Japan Lost Decade Gives Way to th New Asian Reality / Economics / Japan Economy
By: Keith_Fitz-Gerald
KYOTO, JAPAN - On one of my first mornings at our home here, my family and I headed for the Fushimi Inari Taisha shrine. Built in the 8th century by the powerful Hata family, the shrine is best known for the four consecutive kilometers of orange Torii gates covering the mountain on which it was built.
My wife's family has been coming here for centuries, making it a familiar and comfortable place that we enjoy very much.
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Tuesday, March 11, 2008
Japanese Economic Hard Landing Forecast for 2008 / Economics / Japan Economy
By: Dr_Krassimir_Petrov
While investment powerhouses like UBS barely lowered their 2008 growth forecast for Japan in late January down to 1.2%, their forecast is likely to prove overly optimistic. Even in late January, Morgan Stanley's respective forecast is 1.1%. IMF's forecast is 1.5%. So far, only Goldman Sacs has suggested that there is a probability that the Japanese economy may have slipped into a recession at the beginning of 2008. I believe that the Japanese economy will surprise on the downside with a recession during 2008 that may likely extend into 2009. Read full article... Read full article...
Saturday, September 15, 2007
Harakiri - Japanese Prime Minister Shinzo Resignation / Politics / Japan Economy
By: Yiannis_G_Mostrous
Japanese Prime Minister Shinzo Abe finally resigned, apparently unable to withstand the pressure from the anti-reform factions of his party. It looks like he walked into the trap after promoting a lot of anti-reform party members to key positions in the cabinet in the last government reshuffling.Read full article... Read full article...
Tuesday, August 14, 2007
Japanese Q2 Real GDP Growth Downshifts Sharply as Export Growth Slows / Economics / Japan Economy
By: Paul_L_Kasriel
After growing at an annualized rate of 3.2% in the first quarter, Japanese real GDP growth slowed to only 0.5% in the second quarter. To be sure, domestic demand growth slowed - from 1.5% to 0.4%. But, as the first chart below shows, a rising percentage of Japanese real GDP is accounted for by its exports. For example, in Q2:2003, real exports accounted for 11.5% of Japanese real GDP. By Q2:2007, this ratio had risen to 15.3%.
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