Friday 15th August 2025
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
The Japanese economy woke from years of stagnation to an inflationary environment that gave businesses the opportunity to raise prices and for workers to demand more money. It provided a growth opportunity that had been missing from the economy, now reflected in the growth in the value of equities and a rising number of M&As.
You’d be forgiven for thinking that enthusiasm would disappear as the country faced unprecedented tariffs from their biggest export partner. Yet the toned-down tariff deal this month, which has still not been written into a formal agreement, has seen the Nikkei reach new highs and M&As are still being signed.
This week Harry Ishihara, an independent macro strategist based in Tokyo, returns to the Weekend Edition to give his views on the Japanese economy now, how companies are working their way round tariffs, the practicality of the $550billion investment that the US is expecting and what it all means for the Bank of Japan.
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