Japan’s ageing population challenges hopes of economic growth
11th December 2013 by

The blog’s new series on the likely demographic impact on the world’s Top 5 economies toda...

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Benzene markets suggest BabyBoomer growth will not reappear
20th November 2013 by

Benzene has always been one of the blog’s favourite leading indicators for the global economy....

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India’s onion harvest boosts auto sales: Japan’s sales gently decline
25th October 2013 by

The blog’s pre-Budget Outlook review of the major auto markets concludes today with Japan and ...

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One in four Japanese now over 65 years
26th September 2013 by

Japan’s new government has embarked on a desperate gamble to restore economic growth after 2 d...

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Japan’s 7% Nikkei index fall highlights risks ahead
27th May 2013 by

We are now nearly at the end of May, and still there is no sign of a sustained recovery in demand. T...

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Japan waves another ‘magic wand’ to restart economic growth
10th April 2013 by

Stock market investors in Japan are feeling very pleased. The Nikkei share index has risen 40% since...

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Western stock markets in bubble-mode, again
14th March 2013 by

The blog’s 6 monthly review of global stock markets highlights a very unusual pattern since gl...

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US, UK goverment bond yields follow Japan’s example
12th July 2012 by

The arrival of the internet should make it easier to source key data from around the world. But inst...

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China’s premier warns on Cultural Revolution risk
17th March 2012 by

On 29 June 1987, the blog was in S Korea on a business trip. With its ICI Korea colleagues, it arriv...

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5 Risks to China’s growth story
28th February 2012 by

China’s economic growth has become more and more unbalanced over the past 10 years, as we disc...

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