Investor Presentaiton
Japan in the World
NOMURA
The global economy as the pandemic endgame approaches
Approaching the pandemic endgame
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Accelerated inflation due to supply constraints
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Emerging concerns of economic slowdown in China
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Reopening of economies looks set to ease supply constraints
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Low probability of financial disequilibrium
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A risk of greenflation
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Risk of asymmetric reopening of economies
Japan enters the reopening phase
Significant job losses have been avoided in Japan
Subdued wage growth remains unchanged
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Disadvantages of a cheaper Japan
To reboot Japan's potential growth rate
Green and digital will drive structural reform in Japan
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