Senior Advisor
Last week, Japanese prime minister Shinzo Abe decided to step down for personal health reasons. His record-breaking long and stable grip on Japanese power has set a very high bar for his successor. Jesper Koll explains why Abe will be a hard act to follow on both the domestic and global stages.
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In coming months, Japanese politics are poised to become more exciting. With little more than a year left before Prime Minister Shinzo Abe’s Liberal Democratic Party (LDP) presidency ends in September 2021, slowly but surely the post-Abe succession race will intensify. Jesper Koll discusses.
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On Monday evening, Japanese Prime Minister Shinzo Abe announced a commitment to a fiscal stimulus package worth ¥108 trillion, which is approximately 20% of Japan’s gross domestic product (GDP). In our view, this confirms Abe’s total commitment to preventing the inevitable recession from becoming a depression.
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Today’s Bank of Japan (BOJ) actions lay a strong foundation for a successful counter to the rising COVID-19 depression risks. To become credible and successful, its focus now shifts to three major areas: two at home and one abroad.
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Is the coronavirus a “normal” health scare or something genuinely disruptive for the markets? Jesper Koll discusses why the next two weeks are key in making this determination by looking at virus data in Tokyo.
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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.
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