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Investor Presentaiton

Subdued wage growth remains unchanged Per capita real wage growth in G3 economies (2005 average =100) 120 -Japan US 115 -Eurozone 110 105 100 95 95 00 90 05 95 07 09 11 13 15 17 19 21 (CY) Source: Nomura, based on Haver Analytics data NOMURA The preservation of Japan's unique employment customs and system may also lead to stagnation of wage growth compared to overseas economies. The administration of Prime Minister Fumio Kishida is trying to address this issue by giving more tax incentives for wage increases and conducting a direct revision of publicly- stipulated salaries for some types of jobs. However, we expect that solving the issue of low wages and stagnated wage growth will be difficult without comprehensive structural reforms of the labor market.. 11
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