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Positive Signs for Japan’s Post‐Coronavirus Outlook

The pandemic is fast-tracking change in corporate Japan.

Archibald Ciganer, Portfolio Manager, T. Rowe Price Japan Equity Strategy
T. Rowe Price,  June 2020

Key Insights

  • Japanese companies are sitting on large stockpiles of cash, which should see them well placed to negotiate a possible near‐term global economic recession.

  • Japan also stands out as a potential longer‐term beneficiary of the coronavirus pandemic, as it forces companies to embrace new work solutions and technologies.

  • The impact of this fast‐tracking of change in corporate Japan, in terms of productivity alone, could be significant for long‐term Japanese growth

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