Japan Ahead: Credit Agricole Chief Japan Economist

The video discusses the impact of monetary policies on the yen, highlighting the 1985 yen strengthening and current BOJ easing. It explores how weak yen affects Japan's export competitiveness and domestic demand. The role of corporate investment in combating deflation is emphasized, alongside the need for fiscal policy expansion to boost domestic investment. Geopolitical tensions, particularly US-China relations, are considered as factors influencing Japan's CapEx. The video concludes with potential risks to Japan's economic recovery, including weak global economies and fiscal policy tightening, while noting minimal BOJ risk in the near term.

What impact does a weak yen have on Japan's purchasing power and domestic demand?

How does corporate investment influence Japan's aggregate demand?

What are the expected fiscal policy measures to boost domestic investment in Japan?

How does the current geopolitical tension affect Japan's production and investment?

What are the implications of labor shortages on corporate capital expenditure in Japan?

What risks does Japan face if the U.S. and Chinese economies remain weak?

What is the significance of the BOJ's monetary policy in relation to Japan's economic recovery?