The Investor's Guide to Asia

The Investor's Guide to China: Japanification (#24)

Oct 10, 2023

Guests discuss parallels between economic challenges faced by Japan and China, exploring lessons from Japan's 'lost decades' for handling deflation and aging populations. Topics include Japan's yield curve control, Yakult's business strategy, demographic challenges, and investment landscapes in both countries.

42:00

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Episode guests

Catherine Yeung

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Quick takeaways

China can learn from Japan's economic challenges, like deflation and aging population.

Japan's recovery from deflation emphasized the importance of proactive policy adjustments.

Deep dives

Comparing Japan's Economic Journey to China's Challenges

Japan's economic challenges, including a lackluster economy, a real estate bubble burst, price inflation, and an aging population, offer valuable lessons for China in addressing similar economic pressures.

Intro

2min

Japan's Lost Decades and Deflationary Pressures

4min

Analyzing Japan's Yield Curve Control and Deflationary Dynamics

2min

Yakult's Global Popularity and Business Strategy

5min

Deflationary Pressures and Currency Fluctuations

4min

Navigating Demographic Challenges in China and Japan

16min

Investment Landscape in China and Japan

6min

Analyzing the Experience of Japan and China in Investment

2min

When you look at some of the big economic issues China is dealing with today—lacklustre growth, a real estate slump, price disinflation, or an ageing population—you quickly realise Japan has been through a lot of the same challenges.

What can we learn from Japan’s experiences? Is there a policy playbook there for how to respond to similar economic pressures for China, or indeed, any other country confronting these challenges?

In October’s episode, Catherine Yeung, Investment Director, and Marty Dropkin, Head of Equities, Asia Pacific, are joined by Miyuki Kashima, Head of Investments, Japan, and Eric Nie, Co-Head of Investments, China, to talk through the lessons learned from Japan’s economic journey and what’s going on in China today.

With additional contributions from Ying Lu, Analyst & Portfolio Manager, and Reggie Pan, Investment Analyst.

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The Investor's Guide to Asia

The Investor's Guide to China: Japanification (#24)

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Comparing Japan's Economic Journey to China's Challenges

Impact of Deflation on Japan's Economy

Lessons Learned from Japan's Monetary Policy

Automation Trends in Japan and China

Remember Everything You Learn from Podcasts