I've read a few articles recently that have been pretty bullish on the Japanese economy. This is the latest: https://www.bloomberg.com/view/articles ... foundation
What do you guys think? The labor shortage problem is a pretty good reason for rises in wages and employment. If wages rise, then so will inflation. Tourism is up each year, in my city there's been a big increase, particularly in wealthy tourists willing to splurge on tours and goods.
Apart from the nenkin issue, things seem to be looking good.
Japan's economy on a roll?
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Re: Japan's economy on a roll?
There's also the articles about how the Bank of Japan now owns something like 74% of Japanese ETFs through their money-printing/'easing' program.
Not sure how that one is going to end.
I'm pretty agnostic, just keep buying my monthly allocation each month
Not sure how that one is going to end.
I'm pretty agnostic, just keep buying my monthly allocation each month

English teacher and writer. RetireJapan founder. Avid reader.
eMaxis Slim Shady
eMaxis Slim Shady

Re: Japan's economy on a roll?
I think the fundamentals are pretty strong. Corporate earnings at a record high, etc. As for the BOJ, I believe it owns about 4% of the TSE's market cap, which doesn't seem excessive to me. My Nikkei index fund is the strongest performer in my NISA.