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bearish
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Macroeconomics
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14 Feb 2018 14:35
Japan: Weak GDP Headline Hides Healthier Growth
According to Cabinet Office, the Japanese economy grew by 0.1% quarter on quarter (QoQ), or at an annualized rate of 0.5%. The headline number...
Takuji Okubo
137 Views
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bearish
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Macroeconomics
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13 Feb 2018 20:11
Kuroda's Next 5 Years (Part 2): Prepare to Ease Again
What could the Bank of Japan do if it is to face a recession? This question is the foremost critical challenge for Mr. Kuroda in the next five...
Takuji Okubo
188 Views
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bearish
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Macroeconomics
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11 Feb 2018 17:18
Kuroda's Next 5 Years
On February 9, the Japanese government leaked their intention to reappoint the BoJ governor Haruhiko Kuroda when his current term expires on April...
Takuji Okubo
149 Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2018 12:22
Japan: Kuroda Stays, Focus on Fiscal Reform
For my first column in 2018, my thoughts on the news that Haruhiko Kuroda will be re-appointed as governor of the Bank of Japan (BoJ). In my view,...
Callum Henderson
368 Views
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bullish
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Macroeconomics
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10 Feb 2018 19:38
The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
Takuji Okubo
141 Views
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