JAPAN: Confidence masks exports vulnerability

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In this article

  • Growth calculations
  • Narrow base
  • Dollar weakness
  • Vulnerable exports
  • Nikkei performance
  • Flat consumption
  • 'Ricardian equivalence'
  • Demography
  • Cautious approach

What is this?

This article is from the Oxford Analytica Daily Brief, which analyses geopolitical, economic, social, business and industrial developments on a global and regional basis, providing clients with timely, authoritative analysis every business day of the year. Find out more about the Oxford Analytica Daily Brief, or request a trial.