Goldman’s Matsui on Japanese Economy, Markets

The video discusses the economic impact of the coronavirus on Japan, highlighting concerns about a potential recession and market corrections. It examines the role of monetary and fiscal policies, with a focus on fiscal stimulus to support the economy. The strengthening yen and low oil prices are analyzed for their effects on growth. Despite challenges, potential opportunities for restructuring and consolidation in Japan's industrial sector are identified.

How might fiscal policy play a role in Japan's economic response to the current crisis?

What implications does a strong yen have for Japan's economy?

In what ways could the current economic situation lead to restructuring in Japan's industrial sector?