Japan Exports Show "Green Shoots"

Export rebound in March in Japan makes economists more optimistic about both medium-term real exports and Jan-March GDP.

Tokyo Says Don't Expect TPP Deal at Summit

Richard analyzes the remaining issue for Japan and the U.S. to reach a bilateral deal in time for the upcoming summit in Washington.

Toyota the Exception On Wage Hikes, Part 2

In this part 2 of the report, Richard argues that rather than rush to judgment about the impact of this spring’s wage negotiations on nominal and real wage growth based on the headlines from a few big firms like Toyota, we should wait until we get the actual numbers on wages for April and a few months thereafter.

TOE Alert: How Bright A Spot Were January's Exports?

In this report, Richard argues that Japan's January exports may not be that much of a bright spot as the statistics indicated.

GDP Disappoints Again in 4th Quarter, Part 1

Japan’s economy limped out of recession with October-December GDP growth at a 2% annual rate, half of the expected growth

Abe's Reform of JA-Zenchu: What it Does and Doesn't Do Less Than Meets the Eye

Richard analyses why the Zenchu reform is not an agricultural reform as Abe claims and why it is just another of the incremental steps that have gradually weakened JA-Zenchu’s power over the last few decades.

TOE Alert: Some Real Momementum on TPP Raises Likelihood of Conclusion, But Still Uphill Climb

Richard discusses the likelihood of the U.S. and Japan reach the TPP pact this year.

TOE Alert: Offshoring Continues to Grow Despite Weak Yen

Richard analyzes the reason behind Japanese multinational companies' growing trend to produce in overseas countries, especially in Asia, despite the weakening yen.

Tax Delay the Right Move

Richard analyzes why Abe's delay on consumption tax hike is the right move to the Japanese economy.

TOE Alert: LDP Predicted tO Win 300 or More Seats

The Liberal Democratic Party (LDP) is currently on a trajectory to win 300 or more seats in the Dec. 14 Lower House election, according to polls in Nikkei, Asahi, Kyodo and Yomiuri, all based on tens of thousands of phone calls.