in Yamaguchi prefecture; and third a potential trilateral summit between Japan
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the Japan equity market saw continued preference for deflationary stocks
Japan equities tend to be the winner on a local currency basis
banks and insurance stocks (Exhibit 4). Resurgence in the “Japan macro trade”
but any downward spiral in Japan-US relations would likely be further
we expect Japan to move closer to Europe under
raising the incentive to sign the Japan-EU EPA (Economic Partner
we expect Japan’s spending on defense to increase. If this results in higher
Japan’s defense-related stocks would be beneficiaries
I bought a ticket on Japan Air Lines to Hong Kong. The route
had a stop-over in Narita Airport in Japan (where
other distortions come from the “catch-up” effect from Japan’s tsunami. As shown below
” said Mao. “Beyond Japan is the United States. Didn’t
as are Mongolia’s ‘3 rd Neighbor’ partners such as Japan
™@ Increased government focus on education. In many countries, per student public spending on education represents a larger portion of per capita GDP than in the U.S. For example, in Australia and the United Kingdom, the government has subsidized a large portion of ECE. Now, coun...