9 Comments
User's avatar
Mike Smitka's avatar

On exports, Japan's were biased to a few narrow product categories, automotive stands out. I suspect that if you subtract autos from the export values, you don't see this sort of growth. Maybe you have to add 1-2 more product categories (cell phones?).

Note my background is as an economist focused on Japan, but I taught an undergrad course on the Chinese economy for 30 years, starting in 1987 or 1988 through 2018. In my last iteration, real estate was still booming but reeked of "bubble" (I was in Tokyo 1991-2 at the peak of Japan's bubble.) From about 2008 I switched my research focus to the global auto industry, which dominates my own substack.

Expand full comment
Paul Hesse's avatar

Thank you Robert.

Expand full comment
Robert Wu's avatar

Thanks to Horizon Insights team! Every international investor should subscribe to their service, I believe

Expand full comment
钟建英's avatar

Perhaps it would be helpful to distinguish long term indicators vs short term indicators. And also the very long term indicators such as rising living standards, education level, life expectancy and R&D growth. Also indicators on how growth is equitably distributed across all sections of society

Expand full comment
Devansh's avatar

This is phenomenal. Thank you.

Is this the one that You said the guy was misunderstanding?

Expand full comment
Robert Wu's avatar

Oh no, that will be another one. But thank you for sharing! I probably will write the one about Noah on my personal Substack https://www.china-translated.com/

Expand full comment
Devansh's avatar

Share it when you do.

I'm excited to see whatg you have to share here as well

Expand full comment
Don's avatar

what is the employment in general trade vs the 'old' forces?

Expand full comment
Kurt's avatar

Another good one, thanks much.

Expand full comment