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Disappointing data shows Japan's not back yet

Commentary / Japan Jan 15, 2019

Disappointing data shows Japan's not back yet

The BOJ governor will likely walk back the exuberance he showed in November.

Japan can trim stimulus without repeating mistakes

Commentary / Japan Nov 6, 2018

Japan can trim stimulus without repeating mistakes

A misstep 18 years ago should not prevent a careful step today.

Commentary / Japan Nov 2, 2018

The BOJ is too focused on 2% inflation target

For the central bank, failure can be an opportunity.

Shrinking hasn't stopped Japan from growing

Commentary / Japan Oct 16, 2018

Shrinking hasn't stopped Japan from growing

More immigration allows much-needed growth in the workforce and a higher consumption tax shores up government finances.

Japan's economy is starting a new chapter

Commentary / Japan Sep 25, 2018

Japan's economy is starting a new chapter

Look what happened over two decades while the world was distracted by China.

China outgrows its role as 'factory of the world'

Commentary / World Sep 3, 2018

China outgrows its role as 'factory of the world'

One of the broad themes of the past few years is that China's economy is becoming less export-dependent and more tied to domestic consumption.

Commentary / Japan Aug 10, 2018

The Bank of Japan is committed to low rates, for now

Don't read too much into this talk of an "extended period" of stimulus. The board is already divided.

Japan isn't stepping aside as China steps up

Commentary / Japan Jul 11, 2018

Japan isn't stepping aside as China steps up

The Abe adminisration and the private sector are reasserting influence in Asia and beyond.

Japanese firms don't cower among trade gloom

Commentary / Japan Jul 3, 2018

Japanese firms don't cower among trade gloom

Capital expenditures are set to rise, while the rest of the world is increasingly wary.

U.S. earns more in China than trade numbers reveal

Commentary / World Apr 20, 2018

U.S. earns more in China than trade numbers reveal

The huge missing ingredient in U.S.-China trade deficit numbers is the business done in China by American companies.

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