Living with High Debt in Japan – Why Market Valuation Matters
May 13, 2026
Japan currently does not face immediate financing stress. The structure of the JGB market remains favorable.
May 13, 2026
Aruhan Rui Shi, Koon Hui Tee, Paolo Hernando
Japan currently does not face immediate financing stress. The structure of the JGB market remains favorable.
February 12, 2026
Amid geopolitical fragmentation and global financial market volatility, Japan is transitioning into a new economic era.
February 12, 2026
Aruhan Rui Shi, Koon Hui Tee, Paolo Hernando, Pim-orn Wacharaprapapong, Runchana Pongsaparn, Shunsuke Endo
Japan’s GDP growth is projected to strengthen to 1.2 percent in 2025, before easing to 0.8 percent in 2026.
November 7, 2025
Japan’s GDP is expected to grow by 1.0 percent in 2025, moderating to 0.6 percent in 2026 when the full year impact of tariff effects take hold.
June 26, 2025
Japan has made steady progress in applying EBPM across various ministries and agencies to strengthen spending efficiency and fiscal prudence.
June 10, 2025
Allen Ng, Haobin Wang, Kouqing Li, Yuhong Wu
The Trilateral Economic Report (TER) is a flagship publication by the Trilateral Cooperation Secretariat (TCS), which outlines the economic landscape and policy implications of China, Japan, and Korea. This year’s…
May 29, 2025
Japan’s economy is deeply connected to global trade, making the movement of the Japanese yen a key factor in shaping inflation, trade competitiveness, and economic growth.
May 27, 2025
Japan’s demographic headwinds remain a significant structural challenge, threatening long-term sustainability. What do these forces mean for Japan’s regional banks?
May 13, 2025
Japan introduced an important reform to its foreign labor policy as part of ongoing efforts to leverage foreign manpower to address labor shortages.
April 17, 2025
Aruhan Rui Shi, Jorge Antonio Chan-Lau
This paper examines Japan’s fiscal position from the perspectives of the standard debt sustainability analysis and the asset pricing approaches.