🌍 Japan’s Economic Outlook: Exploring Growth, Inflation, and Corporate Perspectives 🔥
Japan is different. They’re in a different time cycle They didn’t through anywhere near the inflation shock. They’re now getting this inflation shock later. And so they’re going to need to hike rates to get the whole thing in or the other the other view is every time growth is pokes its head up in Japan every sort of 10 15 years to get started now to how it’s been over the last 10 20 years I think most of the debt has been worked through from a corporate perspective!
On the flip side is a lot of their corporates are exporters And so when the currency just moves that’s going to make a that’s going to put a big dent in their earnings. So the earnings look they look very cheap now in Japan!
2 Comments
good one, thank you
Damien wrongly assumes that inflation pushes rates higher.