Success of Abenomics, Stagflation or Back to Deflation?

Takuji Okubo presented his in-depth investment thesis on at Japan Investing Summit 2013.

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 his graduate degrees that include an MBA from INSEAD (France), as well as an M.Sc in 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 the 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 the SG Asia economic research group, in-charge of covering the Asia-pacific economy- primarily that of Japan and South Korea. In 2012, he left SG to found his own macro research firm, Japan Macro Advisors. Apart from covering everyday economic and policy development in Japan, he focuses on the subject of the upcoming fiscal crisis in Japan. He is a frequent contributor to the financial press and business journals.

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