bullish

Japanese Consumer Spending: Growing Resilience in the Face of Ongoing Inflation

Michael has highlighted this Insight as a Top Pick
256 Views08 May 2025 07:00
​Japanese consumers are facing challenges with rising inflation, leading to changes in behaviour such as cutting back on expenses to afford food, but new wage growth does allow for spending on treats.
What is covered in the Full Insight:
  • Introduction: Japanese Consumer Spending Trends
  • Impact of Inflation on Consumer Behavior
  • Wage Growth and Consumption Patterns
  • Nominal vs Real Spending Differences
  • Future Outlook: Wage Negotiations and Inflation Risks
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Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming
JapanConsumer Discretionary & Consumer StaplesMulti-AssetThematic (Sector/Industry)Equity Bottom-Up
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