Japan

In-depth country-focused analysis on Japan's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of Japan's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect Japan, as well as the latest industry developments that could impact Japan's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in Japan before your competitors.

Japan Country Risk

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Core Views There are few good options available to the Japanese government to address its ballooning debt load, but we believe that debt monetisation could prove to be the most costly in terms of...

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Japan Industry Coverage (21)

Agribusiness

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BMI View: Japan's uncompromising stance in maintaining tariffs on imported rice, wheat, beef, pork, dairy and sugar - the country's sacred farm products list - could prove costly in the long run....

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Autos

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According to the Japan Automobile Manufacturers Association (JAMA), auto sales rose 0.4% year-on-year (y-o-y) in June 2014 to 452,555 units. We highlighted in April that we expected sales to take a...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Defence & Security

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BMI View: Following the ascent of new leaders in Tokyo and Beijing in late 2012, Japan's security environment has grown tense, with both leaders keen to prove themselves. China's establishment of...

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Food & Drink

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BMI's outlook for Japan's food and drink industry remains subdued as the stagnant economy continues to limit the industry's growth potential. Consumption tax hikes, planned for April 2014, will...

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Freight Transport

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Japan's GDP increased an annualised 6.7% in January-March, quicker than a preliminary 5.9%, according to data released by the Cabinet Office on June 9 2014. The increase is attributed to a 7.6%...

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Infrastructure

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BMI View: We believe the ongoing decline in Japan's construction growth could be a sign that the economic stimulus implemented by the government in 2013 is already starting to wear off. We have...

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Insurance

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BMI View : Japan's insurance market is very well developed with high rates of penetration, however, opportunities for growth remain, particularly in terms of product innovation, organisational...

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Medical Devices

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Espicom Industry View: The Japanese medical device market remains the second largest in the world, behind only the USA. The medical device market has continued to exhi bit a slow but positive...

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Metals

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BMI View : Japan's metal industry will see minimal   growth to 2018 owing to the country's relatively weak long-term economic growth prospects .   The country's construction ,...

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Mining

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BMI View : Japan 's mining sector will experience modest growth ove r the coming years due to the lack of mineral wealth and the downturn in commodity prices. We forecast the country's mining...

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Oil & Gas

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BMI View:   N ew legislation intended to streamline the refining sector saw around 400,000 barrels per day ( b/d ) of Japan's refining capacity taken offline. We forecast   weak refined...

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Petrochemicals

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Japan's petrochemicals industry will slowly turn the corner in 2014, following a period of volatility and decline. However, BMI's Japan Petrochemicals Report warns that the industry cannot count on...

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Pharmaceuticals & Healthcare

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BMI View:   The weak Japanese yen, coupled with biennial medicine price cuts, will negatively impact multinational pharmaceutical firms operating in Japan. With effect from April 1 2014,...

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Power

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BMI View: Japan will ultimately restart 40-50% of its nuclear reactors so as to reduce the cost of fuel imports, which have been exacerbated by the weak yen and pushed Japan to register a record...

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Real Estate

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BMI View:   Global interest in Japan ' s commercial real estate sector continues to grow with the country fast becoming one of the most sought after locations for real estate investors. 2014 is...

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Renewables

Shipping

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In the case of Japan, a slightly different but similarly extreme, monetary experiment was responsible for the mini-economic boom seen over the past 12 months, but we are seeing increasing signs that...

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Telecommunications

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BMI View : Japan's telecommunications market is saturated with an above 100% mobile penetration with close to 94% of the mobile subscriptions on 3G or 4G services in 2013. The main driver of the...

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Tourism

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BMI View: BMI expects to see very positive growth in Japan's tourism market throughout the forecast period through to 2018, with a sluggish outbound sector offset by robust growth in terms of...

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Water

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BMI View:   We view the overall state of the Japanese water sector as relatively strong, with good water availability for industrial usage. However , in the wake of the continued controversy...

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