Goldman's Matsui on Japan Economy, BOJ Policy, Corporate Earnings

The transcript discusses the potential economic impact of upcoming mega events like the Rugby World Cup and the Olympics, emphasizing their role in supporting domestic demand. It analyzes GDP figures, highlighting weak business spending and the influence of government spending. The discussion shifts to the implications of a consumption tax hike on private consumption and GDP growth. Finally, it examines challenges for Japanese equities, including currency fluctuations and domestic demand resilience.

What are the expected impacts of the upcoming consumption tax hike on private consumption?

How does the demand for efficiency-enhancing technologies relate to capital expenditure?

What challenges do Japanese equities face in the current economic environment?