P.M. Abe’s economic policy leadership credentials got a huge boost last week, with his cabinet approving a massive extra fiscal spending package. Jesper Koll explains how this extra spending package will make Japan a standout amongst the G7 countries in 2020.
Prime Minister Shinzo Abe’s Japan is a forward-looking, pragmatic bastion of stability in an increasingly uncertain world. The recent cabinet reshuffle cements the unique position that Japanese politics and policymaking occupies relative to most other democratically elected governments.
Japanese Prime Minister Shinzō Abe and his ruling coalition won a very comfortable majority, but fell short of gaining the two-thirds supermajority required for fast-track constitutional reform in Sunday’s Upper House election. Jesper Koll outlines the key signposts and challenges immediately ahead for Japan.
Japan’s gross domestic product report from last week was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline. Jesper Koll discusses the Japan equity investment implications amid the macroeconomic and political environments.
2019 is likely to be a good year for Japan. However, there are some outlier scenarios investors may worry about. Improbable as they may seem, any movement toward their far-out direction will force a true about-face in the current consensus. Jesper Koll outlines 10 potential surprises for Japan in 2019.