Jesper Koll
Jesper Koll
business continue hand japan proactive steer trusted
Fukui is the big business candidate, a trusted hand that will continue to steer Japan on a deflationary course, ... We'll continue to have an accommodative BOJ, not a proactive BOJ.
consumer credible engine growth japanese job security spending virtuous wages
Consumer spending has become a credible engine of growth for the Japanese economy. Wages and incomes are increasing, job security is improving. It's a virtuous circle.
bank deflation disappear fighter japan true urgency
The urgency to appoint a true deflation fighter at the Bank of Japan is not going to disappear with this report.
capitalism coming creates expand fact falling good healthy japan market news room strong weak
The fact that the weak institutions are falling by the wayside is actually good news because it creates room for the strong and healthy institutions to expand their market share. That's what we're witnessing right now. Capitalism is coming to Japan and the strong will get stronger.
capital earn fleeing japanese longer money political pressure prevent strong wants
There may be some political pressure that the U.S. no longer wants a strong dollar, but that's not going to prevent Japanese capital from fleeing Japan, because in Japan, money doesn't earn anything.
economy economy-and-economics evolving finally fulfill japan longer pacific ready reliable term
Japan's economy is finally ready to fulfill its longer term high-growth potential. Japan is evolving into a reliable Pacific powerhouse.
emerging japan pacific reliable
Japan is emerging into a reliable Pacific powerhouse.
continues improve japan
Japan Inc. is getting stronger, and their profitability continues to improve very nicely.
asian capital companies dependent european japanese large less level market share stock stronger
Japanese large companies have become less dependent on the level of the Japanese stock market. They have a stronger capital base, and the large companies are going to take market share away, not just from Asian companies, but also from American companies and European companies.
asia benefit domestic economy including investor japan reluctant rest
In the 1990s, Japan was a reluctant investor overseas. Now that the domestic economy is doing better, Japan will take on more (overseas investment) risks, and that should benefit the rest of Asia as well, including Indonesia.
consumer financial isolated japanese market
The Japanese consumer is very isolated from financial market dynamics.
anchor means opposition policy resolute second stocks within
Everything has been put into question, first by the opposition and second by the opposition to Hashimoto within the LDP. That means delay, no resolute policy action, and that means that for stocks and the yen, there is no anchor of hope.
areas elections focus since urban won
It's now in the urban areas where elections are won or lost. Since Koizumi, it's been a focus on the urban areas.
godzilla issue office post turn
The big issue out there is who's going to take on Godzilla bank, i.e. the Post Office. It can turn into a problem.