ISA Briefing: Key economic questions for China and Japan

We have been fielding questions on two big macroeconomic topics
impacting the Asia-Pacific region: (1) the outlook for China’s
economic recovery and (2) the path of the Bank of Japan’s
monetary policy. These involve legitimate worries about China’s
growth engine and the risk of interest rate hikes in
Japan. Nonetheless, we find that media coverage of these
topics can sometimes sensationalize their implications without
going below the surface.


In this ISA Briefing, and the accompanying LaSalle
Macro Quarterly (LMQ), we dissect these concerns and share our
views on several frequently asked questions. Our analysis points
to a nuanced picture that is more supportive of investments in
these two countries than the media coverage might suggest.





Contributors:


Brian Klinksiek


Global Head of Research and Strategy


Elysia Tse


Asia Pacific Head of Research and Strategy


Fred Tang, PhD


China Head of Research and Strategy


Wayne Qin


Vice President and Strategist, Asia Pacific Research and Strategy