Tomohiro Ota of Goldman Sachs Japan says fiscal projects in Japan are likely to be spread over three to five years, and their impact on economic growth will be diluted.
The "absolute volume" of Japan's latest stimulus package is big, but the net impact on demand is likely to be small, says Marcel Thieliant of Capital Economics.
Dane Chamorro of Control Risks says North Korea will not give up its nuclear weapons because that's their "last guarantee of survival."
Jun Saito of Japan Center for Economic Research says Japan's stimulus package is meant to address "interesting and important items," but raises concerns over how it will be financed. It will not provide additional stimulus if expenditure is diverted from other items, but issuing more bonds will worsen the country's fiscal situation, he says.
Martin Schulz of Fujitsu Research Institute says the "big problem" with Japan's stimulus package is that it is going to be "very slow spending" over the long term, and won't improve the economy in the current or next quarter.
Karl Brauer of Kelley Blue Book says Nissan's new CEO, Makoto Uchida, made it clear that he knows the value of the firm's auto alliance and that he will do what it takes to strengthen it. Brauer says that's "key" because strong ties with alliance partners are needed in today's competitive auto market.
Jesper Koll of WisdomTree Investments says Japanese profits in 2020 could rise "as much as 15%" in 2020 due to positive earnings revision momentum.