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.
Mapa regional
Factos-chave
Japan num relance
Capital
Currency
Primary exchange
Central bank
Region
Time zone
Fonte: Statistics Bureau of Japan,
Country dashboard
Porque este mercado importa
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.
Explorador macro
Troca de variável sem perder o contexto do país
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.
Variáveis disponíveis
Comércio e posição externa
Exportações, serviços e balança externa
Em vez de um muro genérico de cartões macro, esta secção foca-se em como o país capta procura do exterior, onde está a sua vantagem comercial e como evolui a balança externa.
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.
Lente das commodities
Exposição a matérias-primas
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.
Fonte: WTO bulk download page,
O que observar
Chave de leitura
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.
Outros países
Continua por Asia
Cada cartão abre o mesmo modelo de país com o seu próprio mapa, variáveis macro alternáveis e vista de referência. É a primeira rede ligada de páginas de país da região.
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
O que isto sinaliza
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.