Japan: Economy Languishing, Monetary Policy Questioned

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

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Economic Policy and Strategic Advisors

Macroeconomics

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Slowing economy due to declining consumer confidence: GDP contracted 0.8% y/y in 4Q15, down from a 1.7% y/y expansion in 3Q15. The contraction stems largely from a slump in domestic demand, which is likely to fall further as consumer confidence declined to 40.1 in Feb 16, from 42.5 in Jan 16. </li>
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Exports face headwinds: Exports fell 12.9% y/y in Jan 16, down from a 8.0% y/y fall in Dec 15, as China’s slowdown in particular, hurt exports. Imports contracted 18.0% y/y in Jan 16, unchanged from Dec 15…</li>
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Slowing economy due to declining consumer confidence: GDP contracted 0.8% y/y in 4Q15, down from a 1.7% y/y expansion in 3Q15. The contraction stems largely from a slump in domestic demand, which is likely to fall further as consumer confidence declined to 40.1 in Feb 16, from 42.5 in Jan 16. 

Exports face headwinds: Exports fell 12.9% y/y in Jan 16, down from a 8.0% y/y fall in Dec 15, as China’s slowdown in particular, hurt exports. Imports contracted 18.0% y/y in Jan 16, unchanged from Dec 15…


Listed Index Fund JPX-Nikkei Index 400 (1592 JP)

Japan: Paucity of Good News