Jesper Koll
Jesper Koll
rush
In our view, Japan's policymakers are in no rush to tighten.
creditor largest rates starts
All liquidity starts in Japan, the world's largest creditor country. When rates go up here, rates go up everywhere.
areas elections focus since urban won
It's now in the urban areas where elections are won or lost. Since Koizumi, it's been a focus on the urban areas.
anchor means opposition policy resolute second stocks within
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.
emerging japan pacific reliable
Japan is emerging into a reliable Pacific powerhouse.
banks credit economy employment growth likely normal
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.
economy economy-and-economics evolving finally fulfill japan longer pacific ready reliable term
Japan's economy is finally ready to fulfill its longer term high-growth potential. Japan is evolving into a reliable Pacific powerhouse.
coalition details dictated exactly financial form government markets message worked
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.
process punishment reform seeing speeding
With the punishment, what you are seeing is that the reform process is not just speeding up, but it's actually getting serious.
capitalism coming creates expand fact falling good healthy japan market news room strong weak
The fact that the weak institutions are falling by the wayside is actually good news because it creates room for the strong and healthy institutions to expand their market share. That's what we're witnessing right now. Capitalism is coming to Japan and the strong will get stronger.