Tag: abenomics

CONFERENCE CALL: The End of Kurodanomics

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Call for participation In cooperation with our partner in research Japan Macro Advisors, we are holding a conference call on “The End of Kurodanomics” on September 8. In our view, the Bank of Japan is likely to be forced to taper its Quantitative and Qualitative Easing (QQE) program in the next few years. If so, the consequences could be disorderly. On this call, we examine 1) Sustainability of the BoJ’s…

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Naomi Fink on CNBC 30 Aug (Tues), 7:15am JST

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Naomi Fink speaks to CNBC Asia’s Pauline Chiou on The Rundown. Topics for discussion include: Economy: warning signals if employees do not spend those enhanced summer bonuses Markets: could investment trusts get a bumper from bonuses? Risks to the policy outlook Carry trade and interest rates Risk of a premature QQE exit within this financial year

BOJ: Geopolitical risk “trumps” all (for now)

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Bloomberg

“I would hate to be one of the traders forced to make prices June 23-24.” A New York FX market-watcher – Geopolitical risk seems to be the over-arching theme this week; with market uncertainty (as we can see in stock weakness) over the UK referendum looming, neither the BOJ nor the Fed wished to take too hawkish a tone. – Add to this soft underlying inflation expectations (hence the weaker…

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Naomi Fink on Bloomberg TV 9:40am AEST

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Bloomberg

Speaking to Yvonne Man at Asia open on: The BOJ and Japanese inflation expectations The British referendum, its effects on markets and expectations The Nikkei and dollar-yen Cross-market risks See link for related article.

Naomi Fink on CNBC – Tues 31 May 12pm AEST

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On the potential delay of the consumption tax hike in Japan: “It’s one very easy show of supporting consumption and also it’s a way of flexing political muscle,” Naomi Fink, CEO of Europacifica Consulting, told CNBC.”My main worry remains that this sends the wrong message with regards to fiscal credibility.” Click here for video link

CEO Naomi Fink on CNBC 29 March 3:30pm AEST

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Outlook for Japanese markets Data out of Japan today: household spending, jobless rate and retail sales– impact on the markets?  BOJ Policy and reflation  Consumption tax hike and fiscal policy Link to video    

Naomi Fink on CNBC Tue 17 Jun 4.40pm PST

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http://www.cnbc.com

On Japanese Trade, Abenomics and the BOJ  click to view TRADE Despite the fact that both imports and exports came in lower than expected, it’s hard to read too much into this one data release.  Certainly, a slightly narrower deficit is on the margin, positive for GDP.  At the same time, lower imports are both good and bad – a dip in resource import volumes (the key driver for softer…

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Recommendations on Women in the Labour Force

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Roundtable Japan is one of Japan’s highest-profile conferences bringing together public and private sector leaders focused upon Japanese policy.  This year’s conference highlights included keynote speeches from Akira Amari, Minister for Economic and Fiscal Policy of Japan (self-styled “Abenomics Minister”) as well as former DPJ Prime Minister Noda, whose tough political decisions laid the base for LDP Prime Minister Abe’s own fiscal policies. Another innovation to this year’s Roundtable conference…

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Abenomics Q&A December 2013

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Europacifica CEO Naomi Fink offers timely insights on Abenomics: 1) We know Japan’s GDP growth slowed in the third quarter. The upcoming consumption tax hike was blamed for dampening sentiment.  Is the slowdown a concern for the government and how do you see the outlook for the next 12 months? It is unlikely that the Q3 drop in GDP is of great concern for the government, as it was well…

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