Japan — Market Overview
🇯🇵 Japan
Japan's market is usually read through the interaction between yen weakness, corporate governance reform, and the earnings power of exporters, machinery, autos, and technology hardware. The key question is whether external demand, a weaker yen, and balance-sheet reform keep supporting earnings even when domestic growth is modest and inflation is only gradually normalizing.
Regionale Karte
Eckdaten
Japan auf einen Blick
Capital
Currency
Primary exchange
Central bank
Region
Time zone
Quelle: Statistics Bureau of Japan,
Country dashboard
Warum dieser Markt wichtig ist
This version combines a stylized country map with a switchable macro explorer built from official published history, using OECD primary datasets where available and World Bank annual series where coverage is otherwise incomplete.
Makro-Explorer
Variablen wechseln, den Länderkontext behalten
These country charts now use official OECD quarterly and monthly history where the feed is actually published, with government debt added from the World Bank when a stable public series exists. Variables without dependable republishable coverage are left out instead of being interpolated, so each page shows fewer lines only when the source coverage is genuinely thinner.
Real GDP growth
Quarterly real GDP growth from OECD Quarterly National Accounts.
Verfügbare Variablen
Handel und Außenposition
Exporte, Dienstleistungen und Außenbilanz
Statt einer generischen Wand aus Makro-Karten konzentriert sich dieser Abschnitt darauf, wie das Land Nachfrage aus dem Ausland gewinnt, wo sein Handelsvorteil liegt und wie sich die Außenbilanz entwickelt.
The full export figure, combining goods and services in one line. It is the cleanest way to read how much external demand Japan is capturing across both physical products and higher-value intangible flows.
This is the merchandise side of exports: industrial supplies, capital goods, autos, food, and other physical products. It matters because it reflects the health of manufacturing, energy, aerospace, and the broader global industrial cycle.
This is the intangible side: finance, travel, licensing, business services, and IP-linked flows. It matters because it shows where Japan is strongest in higher-margin, knowledge-intensive, and branded service activities.
Rohstoff-Perspektive
Rohstoff-Exposure
Goods made up 75.6% of total exports in 2024, leaving services at 24.4%.
Goods made up 75.1% of total imports in 2024, leaving services at 24.9%.
This was the biggest WTO merchandise export group for Japan in 2024.
This was the biggest WTO merchandise import group for Japan in 2024.
Goods exports minus goods imports in 2024. A deficit here shows whether merchandise trade supports or drags on the overall external balance.
Quelle: WTO bulk download page,
Worauf man achten sollte
Leserahmen
yen direction
Japan should first be read through yen direction. When this regime shifts, local multiples and sector leadership usually shift with it.
corporate reform
The key question is whether external demand, a weaker yen, and balance-sheet reform keep supporting earnings even when domestic growth is modest and inflation is only gradually normalizing. That makes corporate reform one of the most important signals for revising the country narrative.
export cyclicals
The final layer is export cyclicals, because it determines whether the macro backdrop turns into sustainable earnings support for the Nikkei 225.
Weitere Länder
Weiter durch Asia
Jede Karte öffnet dieselbe Ländervorlage mit eigener Karte, umschaltbaren Makrovariablen und Benchmark-Ansicht. Dies ist das erste verknüpfte Netzwerk von Länderseiten in der Region.
Asia
🇦🇺 Australia
A resource-and-banks market where China sensitivity, commodities, rates, and domestic housing all matter.
Asia
🇨🇳 China
A policy-shaped market where credit direction, property stabilization, and industrial strategy dominate sentiment.
Asia
🇮🇳 India
A domestic-growth market driven by credit expansion, capex, consumption, and rising equity participation.
Asia
🇸🇬 Singapore
A financial and logistics hub where global trade, banking, property, and regional capital flows set the tone.
Asia
🇰🇷 South Korea
A manufacturing and semiconductor market tightly linked to the global electronics, memory, and export cycle.
Asia
🇹🇼 Taiwan
A concentrated technology market dominated by semiconductors, electronics supply chains, and AI-capex leverage.
Real GDP growth
Was das signalisiert
GDP growth is published quarterly and annualized, so each point captures how fast real output was expanding or contracting versus the prior quarter at an annual rate. It matters because it is the broadest scorecard of domestic economic momentum and sets the backdrop for revenues, employment, and policy expectations. Versus a year ago, the series is lower by 29.2%, which points to a softer or less supportive backdrop on this measure. Across the displayed window, the broader trend is still downward.