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Japan - the sun is setting

QMG Insight

QMG

Japanese data trends are weakening – it is no longer a preferred market for us globally. An area that we had seen as supportive of Japan was the strength of margins – this is now deteriorating on account of weak pricing trends. This graphic shows the trend in our country level observation since beginning 2015. Clearly the weakness that our data highlights suggests there is more fiscal/monetary policy work to be done to stimulate the economy – the risk is that it results in an unintended outcome as previously seen. As regards positioning in Japan (ie where our analysis is strongest) – Consumer Staples (dairy and drinks processors) and selected Industrials (batteries/energy equipment and machine tools).


QMG Insight
QMG Insight
QMG

QMG provides insights into global markets that traditional research does not and has an innovative and data-driven approach as its foundation. The unique model we use analyses large quantities of information and produces monthly observations...

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