Sep 14, 2010
| Last Updated
- Ongoing neglect of structural reform could lead to more of the same: public debt and economic stagnation.
- The end of subsidies and reluctance to increase public spending will lead to a drop in production and consumer spending.
- Infrastructure investment and low inventories overseas will boost Japanese exports in 2010, but a self-sustaining recovery will not take root until private sector demand can stand on its own without government support.
Outlook Update: A Polarized Recovery
Japan's economic recovery will be based on manufacturing exports, akin to its resurgence in 2005-07. In Q2[...]
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