Japan's two-speed economy grows more divided

Who claims what

• —Recent analysis suggests that Japan's economy is increasingly divided between different sectors.
• —Disparities between industries are growing amidst changing economic conditions in Japan.
• —The report highlights challenges faced by various industries in Japan.

Our assessment

If the reported division in Japan's economy holds, sector-specific volatility could increase, affecting upstream and downstream partners differently. This could drive market adjustments, supply chain reconfigurations, and altered risk profiles for exporters, insurers, and logistics providers connected to Japan. Firms…