32 ordspråk av Jesper Koll

Jesper Koll

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All the components of demand, whether consumption, capital spending or public spending, all of them are likely to be negative. You are in a recession.

With the punishment, what you are seeing is that the reform process is not just speeding up, but it's actually getting serious.

It's now in the urban areas where elections are won or lost. Since Koizumi, it's been a focus on the urban areas.

The banks are back, ... A normal economy where you've got not just growth in employment and wages, but also growth in credit is likely to become more pronounced.

The big issue out there is who's going to take on Godzilla bank, i.e. the Post Office. It can turn into a problem.

Japan is emerging into a reliable Pacific powerhouse.

Everybody wants to invest in Japan.

In the 1990s, Japan was a reluctant investor overseas. Now that the domestic economy is doing better, Japan will take on more (overseas investment) risks, and that should benefit the rest of Asia as well, including Indonesia.

Strengthening spending patterns are being underpinned by capital expenditure, job creation, and rising wages in Japan.

There are some details that need to be worked out (in determining) exactly what form of coalition government we're going to get, ... But essentially, the message for financial markets is 'yes -- reform,' but it's not going to be dictated by the conservative LDP.

Everything has been put into question, first by the opposition and second by the opposition to Hashimoto within the LDP, ... That means delay, no resolute policy action, and that means that for stocks and the yen, there is no anchor of hope.

Fukui is the big business candidate, a trusted hand that will continue to steer Japan on a deflationary course, ... We'll continue to have an accommodative BOJ, not a proactive BOJ.

Everything has been put into question, first by the opposition and second by the opposition to Hashimoto within the LDP. That means delay, no resolute policy action, and that means that for stocks and the yen, there is no anchor of hope.

There are some details that need to be worked out (in determining) exactly what form of coalition government we're going to get. But essentially, the message for financial markets is 'yes -- reform,' but it's not going to be dictated by the conservative LDP.

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