Is Inflation the Cure or the Curse for Japan's Economy?​

Join us for a compelling discussion on the Abe administration’s controversial efforts to end deflation in Japan. The government's policies—combining tax and FX changes with massive central bank interventions—have successfully stoked inflation, leading to improved corporate profitability, a weaker yen, and the strongest nominal GDP growth in years. These changes have generated welcome wealth, particularly for shareholders, and boosted consumption.

Schedule

12:00 - Opening remarks and lunch
12:30 - Speaker 1
12:50 - Speaker 2
1:10 - Convocation(table discussion during which the attendees discuss with each other at their table)
1:20 - General Q&A
1:30 - Event ends.

​However, critics question whether this inflationary push is fighting a losing battle against Japan's natural state of deflation, driven by its aging and declining population. They argue that deflation makes living more affordable for young people and suits the financial situation of the aged, while also preventing asset bubbles.

Our expert speakers will present both sides of this crucial debate. Nicholas Smith, market strategist at CLSA Japan, will argue for the benefits of the government’s growth policies, pointing to dramatically improved profitability. Martin Schulz, a researcher at the Fujitsu Research Institute, will showcase Japan’s strengths under the deflation model and highlight the dangers of the current trajectory.

Don't miss this opportunity to find out if inflationary policies are both doomed to failure and unfair.