Japan GDP to Rebound in Fourth Quarter, Sumitomo Mitsui Asset's Kichikawa Says

The video discusses the economic impact of natural disasters, current account surplus, and trade surplus in Japan. It analyzes the effects of exchange rates on exports and the sentiment among manufacturers regarding global trade. The potential impact of a planned sales tax hike on Japan's economy is also examined, considering factors like trade disputes and fiscal policy.

What factors are contributing to the expected contraction in the third quarter?

How does the current account surplus compare to expectations?

What is the expected impact of the trade surplus seen in September?

What are the expectations regarding the tankan survey and its implications for manufacturers?

What resilience is expected in the Japanese economy in response to the rising consumer tax rate?