Japan Economist, Japan Macro Advisors

Takuji Okubo

Japan Economist

Concise and Insightful Analysis on Japan Economy

Japan Macro Advisors

Our mission is to provide a concise and timely analysis on the Japanese economy for the benefit of global audiences. Communication, especially in foreign languages, has always been a weakness for the Japanese, which was fine when Japan's economic might attracted foreign media and various other institutions to study and report on Japan - such days are long gone. In the last two decades, we saw foreign institutions reallocating their resources from Japan to other more exciting parts of the world. As a result, when we read reporting on Japan in foreign media, we sense a subtle but noticeable decline in the depth of understanding what is actually happening in Japan.

Macroeconomics

On February 9, the Japanese government leaked their intention to reappoint the BoJ governor Haruhiko Kuroda when his current term expires on April 8. What are the key challenges for Mr. Kuroda in the next 5 years? On the upside, Mr. Kuroda may need to engineer an exit from the current stimulative monetary policy. On the downside, there is the seemingly impossible task of how to devise additional stimulus if the Japanese economy faces a downturn under his watch.  An exit from the current…

On February 9, the Japanese government leaked their intention to reappoint the BoJ governor Haruhiko Kuroda when his current term expires on April 8. What are the key challenges for Mr. Kuroda in the next 5 years? On the upside, Mr. Kuroda may need to engineer an exit from the current stimulative monetary policy. On the downside, there is the seemingly impossible task of how to devise additional stimulus if the Japanese economy faces a downturn under his watch.   An exit from the current…