32 ordspråk av Jesper Koll

Jesper Koll

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All liquidity starts in Japan, the world's largest creditor country. When rates go up here, rates go up everywhere.

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.

Consumer spending has become a credible engine of growth for the Japanese economy. Wages and incomes are increasing, job security is improving. It's a virtuous circle.

Everybody wants to invest in Japan.

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.

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.

Exports are the icing on the cake.

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.

Health-care reform is a huge issue. It's also a huge battle. There are big vested interests that are just as bad as contractors and postal lobbyists.

In our view, Japan's policymakers are in no rush to tighten.

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.

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

Japan Inc. is getting stronger, and their profitability continues to improve very nicely.

Japan is emerging into a reliable Pacific powerhouse.

Japan policy makers stand at a crossroad.

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