EMAIL DETAILS

To view this message in a browser:
http://content.davidhaleweb.com/acton/ct/3037/s-0189-1504/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct0_1/1?sid=h3R28y5VC

To download [March 2015 Japan Report.pdf], click on the following link:
http://content.davidhaleweb.com/acton/ct/3037/s-0189-1504/Bct/l-sf-cl-701C0000000UEmJIAW-0024/l-sf-cl-701C0000000UEmJIAW-0024:15c/ct5_2/1?sid=h3R28y5VC

Dear R. Hunter,

Attached please find our report on Japan's recent political and economic
trends. Prime Minister Shinzo Abe won a landslide election victory in
December, and is now trying to find ways to promote growth.

The Bank of Japan is providing aggressive stimulus through asset
purchases, which is expected to continue after its rate review on April
30th. The VAT hike originally scheduled for this October has been pushed
forward to April of 2017. There are important changes occurring in
corporate governance to force companies to focus more on shareholders
rather than stakeholders, which should help to bolster profitability
over time.

Prime Minister Abe is coming to Washington at the end of April to
finalize negotiations on the TPP. The risk is that Congress may not give
President Obama the fast track trade promotion authority he needs to
complete the talks. If TPP fails, it will be a major setback for Abe's
attempt to promote structural reform in Japan.

With all best wishes,

David Hale

Chairman

David Hale Global Economics, Inc.

546 Lincoln Avenue, 2 nd Floor

Winnetka, Illinois 60093 USA

847-386-6009 (tel)

847-386-6011 (fax)

davidhale@davidhaleweb.com

LinkedIn Profile

http://www.linkedin.com/pub/david-hale/18/ba8/595

http://davidhaleweb.com

https://www.davidhaleweb.com/

http://whatsnextbook.com

http://whatsnextbook.com/

Copyright 2014, David Hale Global Economics Inc. All rights reserved.
This document is not for attribution in any publication, and you should
not disseminate, distribute or copy this e-mail without the explicit
written consent of David Hale Global Economics, Inc. Please contact the
sender if you believe you have received this email in error. Any views
or opinions expressed are solely those of the author and do not
necessarily represent those of David Hale Global Economics, Inc.

--------------------------------------------------------------------------------
Copyright (c) 2015 David Hale Global Economics
Our address is 546 Lincoln Avenue, 2nd Floor, Winnetka, IL 60093, USA

If you do not wish to receive future email, click here:
http://content.davidhaleweb.com/acton/rif/3037/s-0189-1504/-/l-sf-cl-701C0000000UEmJIAW-0024:15c/l-sf-cl-701C0000000UEmJIAW-0024/zout?sid=h3R28y5VC
(You can also send your request to Customer Care at the street address above.