Car exports have rebounded in recent months as supply shortages have eased, but Japan’s car industry is facing major headwinds as it is a laggard in the rollout of electric vehicles. Meanwhile, the fertility rate fell to a record low last year but this doesn’t alter the demographic outlook significantly.
Asia Drop-In (22nd June): We’re discussing inflation and the BOJ, slowing Indian growth and the next regional central bank to cut rates in our latest 20-minute briefing on the region’s big macro and market stories. Register now.
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