Friday, June 7, 2013

Japan: September 2010 Outlook Update

<p>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.</p><p>Outlook Update: A Polarized Recovery</p><p>Japan's economic recovery will be based on manufacturing exports, akin to its resurgence in 2005-07. In Q2[...]</p><p>If you are an RGE client please log in to your account. Access to this content is restricted to RGE clients.</p><p><a href="http://www.roubini.com/outlook/131285">Keep reading...</a></p>

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