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Not on the ground in Japan

Observations from the study, rather than on the ground in Japan, from the JOHCM Japan team.  

  • Ruth Nash
26 Mar 2020
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View PDF   Download PDF  
  • To date, Japan has suffered just 42 deaths from the virus, and the government is clearly trying to balance health risks with risks to the overall economy.
     
  • In conference calls with companies over the past couple of weeks, all have said that production in Japan is operating as normal and that production in China is slowly recovering.
     
  • The adjustments we have made to the portfolio over the past few weeks make it more domestically-focused and even less dependent on global growth.

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