Charles Dumas, chairman at Lombard Street Research, says if Japan continues QE at 15-20 percent of GDP, there’s real risk that inflation may “spiral out of control.”» Read More
Bill Adams, senior international economist at PNC, says "the bar is very high" for the Bank of Japan to extend its quantitative easing program.
Eisuke Sakakibara, former vice finance minister of Japan, says the Bank of Japan is more likely to act in December.
A panel of experts from Eurasia and the BoAML weigh in on the Bank of Japan's meeting, the cabinet reshuffle and the political impact of TPP deal.
Takuji Okubo, principal and chief economist at Japan, says falling deflation means there are no compelling reasons for the Bank of Japan to ease further this year.
Uwe Parpart, managing director and head of research at Reorient Financial Markets, says it is unlikely that the Bank of Japan will introduce fresh quantitative easing before the October 31 meeting.
Further upside for the U.S. dollar will be a struggle on the back of a soft labor market and a Fed rate hike delay, says Michael Every, head of financial markets research, APAC at Rabobank.
The Trans-Pacific Partnership deal will be boost Asian exports, especially particularly for Japan due to yen weakness, says Adrian Zuercher, executive director, head asset allocation Asia at UBS.
Japan's efforts to kickstart its long-moribund economy spurred a nearly three-year-long stock rally, but some see signs that's hit its limit.
Central banks are in the spotlight in the week ahead, with decisions on monetary policy due in Australia and Japan.
The spotlight in Asia is on Japan, where investors anticipate new economic data and the Bank of Japan's policy decision.
Alvin Liew, senior economist at UOB, explains what the slew of Japanese data released this week means for the Bank of Japan's upcoming policy meeting.
Peter Boardman, managing director of Tradewinds, is investing in Japanese companies with low return on equity (RoE).
Asian equities kicked off the fourth quarter on a positive note, as an overnight rally on Wall Street spurred risk appetite.
Alex Treves, head of Japanese equities at Fidelity, discusses the Tankan survey of Japanese manufacturers, which showed a dip in business confidence and raised expectations of further stimulus from the Bank of Japan.
Richard Jerram, chief economist at Bank of Singapore, says the Bank of Japan's quarterly Tankan survey suggests that the domestic side of Japan's economy is faring better than the export sector.
Mitul Kotecha, head of Asia FX and rates strategy at Barclays, says risk-on sentiment is pushing dollar-yen higher on Thursday. He expects the currency pair to trade at 123 by year-end.
Izumi Devalier, Japan economist at HSBC, says the deterioration in business sentiment among Japan's big manufacturers was "fully expected."
Jay Nelson, senior editor of Success Stories: Japan, expects the headline index of the Bank of Japan's tankan survey to fall from the previous quarter, indicating "lower positive feeling" among businesses.
Asian stocks largely advanced on Wednesday, recovering from the global sell-off following a modestly positive U.S. lead.
Ma Tie Ying, economist at DBS, says the risks of a "real recession" in Japan remain low and explains why it is still too early for the Bank of Japan to expand its QQE program.