Independent Strategy

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Japan

POST » 20th May, 2019 » Japan Q1 GDP

First quarter real Japanese GDP registered a surprise expansion.  But digging below the surface and there isn’t that much to get excited about. Underlying demand remains weak both in terms of household spending and government.  It was left to net exports – where imports declined at a faster rate than weak exports – and a further and faster inventory build to provide the statistical boost.

Japan

REPORT » 17th July, 2018 » Behind the Shōji

The buoyant Japanese labour market is finally generating some wage pressure. But Japanese demographics have created a structural demand deficit…

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