What’s Next for the Japanese Economy

Takuji Okubo presented his in-depth investment thesis on what’s next for the Japanese economy at Japan Investing Summit 2012.

In this session, experienced Japanese economist Takuji Okubo provides an analysis of Japan’s current macroeconomic situation, paying particular attention to the key issues for equity investors. While mainstream media often cites the Japanese economy as a key factor holding back Japanese equities, Okubo-san will reveal some developments that are surprisingly positive for Japanese equities. Rather than offering specific (and notoriously hapless) economic forecasts that some of his fellow economists are prone to provide, Okubo-san will rather focus on those economic facts and frameworks that can actually help you when investing from the bottom-up.

About the instructor:

Takuji Okubo began his career in 1997 as an economist at Goldman Sachs Securities in Tokyo, Japan. After being promoted to a senior economist in 2000, he left Goldman Sachs in 2003 to pursue graduate degrees including MBA from INSEAD (France), as well as Msc. Economics from UPF (Barcelona). He spent two additional years at UPF as a Ph.D candidate in Finance. While at UPF, He taught graduate level courses in Financial Economics and Investment Theory. He chose the topic of financial bubbles and crisis as his thesis and wrote a paper on negative bubble phenomena in exchange rates. He returned to financial industry in 2007 via Merrill Lynch Japan where he worked as a Senior Economist/Senior Director, until he joined Societe Generale (SG) as a Chief Economist in 2010. At SG Japan, he was a part of SG Asia economic research group charged with covering Asia-pacific economy, and he was primarily responsible for the coverage of Japan and South Korea. In 2012, he left SG to found his own macro research firm, Japan Macro Advisors. As well as covering daily economic and policy development in Japan, he focuses on the topic of the coming fiscal crisis in Japan. He is a frequent contributor to financial press and business journals.

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