Commentary / Japan Jan 24, 2019
Give the BOJ a break
The central bank is buffeted by the same factors as its global peers — and homegrown challenges that are tougher to tackle.
Commentary / Japan Jan 15, 2019
Disappointing data shows Japan's not back yet
The BOJ governor will likely walk back the exuberance he showed in November.
Commentary / Japan Nov 6, 2018
Japan can trim stimulus without repeating mistakes
A misstep 18 years ago should not prevent a careful step today.
Commentary / Japan Nov 2, 2018
The BOJ is too focused on 2% inflation target
For the central bank, failure can be an opportunity.
Commentary / Japan Oct 16, 2018
Shrinking hasn't stopped Japan from growing
More immigration allows much-needed growth in the workforce and a higher consumption tax shores up government finances.
Commentary / Japan Sep 25, 2018
Japan's economy is starting a new chapter
Look what happened over two decades while the world was distracted by China.
Commentary / World Sep 3, 2018
China outgrows its role as 'factory of the world'
One of the broad themes of the past few years is that China's economy is becoming less export-dependent and more tied to domestic consumption.
Commentary / Japan Aug 10, 2018
The Bank of Japan is committed to low rates, for now
Don't read too much into this talk of an "extended period" of stimulus. The board is already divided.
Commentary / Japan Jul 11, 2018
Japan isn't stepping aside as China steps up
The Abe adminisration and the private sector are reasserting influence in Asia and beyond.
Commentary / Japan Jul 3, 2018
Japanese firms don't cower among trade gloom
Capital expenditures are set to rise, while the rest of the world is increasingly wary.