Natixis' Garcia Herrero on Japans Tankan Survey, Outlook

The video discusses the uneven vaccine rollout in Asia, particularly in Japan, and its impact on economic recovery amid the delta variant. It highlights the yen's stability and its implications for BOJ policy. The upcoming Olympics are expected to have minimal economic impact due to restrictions. China's economic growth is analyzed, noting a shift towards slower, more stable growth as the economy matures.

What is the main concern for Japan's economy as discussed in the first section?

• Rising unemployment

• High inflation rates

• Trade tensions with the US

• Patchy vaccine rollout and Delta variant

How might the yen's performance affect BOJ policy?

• It could lead to higher interest rates

• It will have no impact on BOJ policy

• It might cause a reduction in fiscal spending

• It could prompt additional measures if the yen appreciates

What is the expected economic impact of the Olympics on Japan?

• Significant boost in tourism

• Major increase in local consumption

• Minimal impact due to restrictions

• Substantial growth in manufacturing

What is a key factor contributing to China's slower growth as mentioned in the third section?

• Increased foreign investment

• Structural deceleration

• High levels of government debt

• Rapid technological advancements

What is the anticipated trend for China's economy over the next 100 years?

• Slower but stable growth

• Unpredictable fluctuations

• A decline in economic output

• Rapid growth similar to the past 30 years