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Global Macro-Market Outlook

Japan: 2011 Outlook

By Mikka Pineda
Dec 7, 2010 | Last Updated
Global Economics Outlook, GDP and CPI data for Japan

  • Japan is poised for another slowdown as consumer subsidies eat into future demand then expire at the end of 2010.
  • With inventory rebuilding having run its course and developed markets undergoing balance sheet adjustments, Asia’s underlying structural demand for raw materials and capital goods will determine the pace of Japanese exports and GDP growth.
  • Budgetary stalemate will prevent discussion of regulatory reforms to enhance services-sector productivity and halt Japan’s multidecade death spiral.

Growth Dynamics: Running on Reserves

Fiscal stimulus and inventory rebuilding ignited Japan’s recovery in 2010, with annual GDP growth reaching an estimated

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