Summit Notebook

Short-term hopes, long-term gloom

June 22, 2011

By Tomasz Janowski

Optimism that Japan’s economy will bounce back from a post-quake slump and pessimism about its long-term prospects is the prevailing message of economists addressing the Reuters Rebuilding Japan Summit.

Looking forward to inflation

June 22, 2011

By Tim Kelly

Yoshiharu Hoshino, the president of Hoshino Resort, one of Japan’s leading resort operators, is looking forward to a dose of inflation after years of sliding prices.

Suntech eyes Japan growth

June 21, 2011

By Leonora Walet

Suntech Power may be the world’s biggest solar panel maker but it trails Sharp, Kyocera, Panasonic and Mitsubishi Electric in the fast-growing Japanese solar market.

When debt monetisation makes sense

June 20, 2011


If push comes to shove and Japan runs into difficulties finding buyers for its low-yielding government bonds, a little debt monetisation — a dirty word for central banks — would not be a bad thing.

Perils of disaster fixation

June 20, 2011

By Tim Kelly

Fixated on reviving the shattered northeastern seaboard, Japan risks neglecting growth in the rest of the economy, warns Takeshi Niinami, CEO of Lawson, Japan’s second-biggest convenience store operator.

Hard road on Japan’s nuclear policy

June 20, 2011

By Kevin Krolicki

Suddenly Taro Kono doesn’t look like quite the lonely maverick in Japan’s Liberal Democratic Party.

Nikkei recessive exuberance

July 7, 2009

If the Nikkei’s spring rally from multi-decade lows whet appetites for a “Japan is back” soaring benchmark, it’s time to check that excessive exuberance, says Deutsche Securities’ Naoki Kamiyama, who sees a top of 10,500 yen for the Nikkei 225¬†and 1,000 for the Topix over the next year.

Video – Japan finance firms looking global

July 2, 2008

The rest of the world is feeling the global credit crunch, but Japan’s cash-rich firms are looking to expand overseas.