What Now in Japan

by Claus VistesenThe BOJ is holding at 0.5%, exports are booming, and capex stays afloat. So what will happen in Japan as we venture forward into 2007. Well, this is what I am trying to answer in a recent note over at GEM. Here is an exerpt from my summary. So, on the economic outlook for Japan going forward I would especially like to stress one thing to watch, and that is the substantial risk of