Shinnenkai-Luncheon 2022: “Japan’s Growth Potential and Future Challenges”

+ Thank you to those who attended the luncheon!
Have a look at our article to find out what was discussed!

We are pleased to invite you to our “Shinnenkai-Luncheon”! The first SCCIJ event of the year will be the perfect opportunity to address our esteemed Members and Friends and convey our best wishes for 2022. To open the New Year on a forward-looking note, the event will feature a presentation titled “Japan’s Growth Potential and Future Challenges” by Mr. Daiju Aoki, Regional CIO and Chief Economist for Japan at UBS SuMi TRUST Wealth Management.

After a year spent under various states of emergency and hampered by the auto chip shortage, Japan’s economy is set to rebound solidly in 2022. The large-scale economic stimulus package and a still-accommodative Bank of Japan are two supportive factors for the year ahead. However, it seems global economists and investors are losing faith and interest in Japan’s long-term growth outlook. Indeed, the US-China dispute and the COVID-19 pandemic have drastically changed the global macro/political environment surrounding Japan. New Prime Minister Fumio Kishida’s promotion of “new capitalism” may also have unnerved some investors. Japan’s equity market has underperformed throughout 2021 as a result.
So what should investors expect for Japan economy’s and political situation in 2022 onwards? How can Japan maintain or reinforce its international competitiveness as the global economy decouples? How will Japan adapt to the global shift to net-zero carbon emissions and digitalization? Is Japan’s governmental debt sustainable? In his presentation for the SCCIJ, Mr. Aoki will attempt to forecast Japan’s growth potential and its future challenges.

Kindly note that a proof of vaccination (see the text below) will be requested at the SCCIJ registration desk in order to guarantee the safety of all participants. If you are unvaccinated or not able to provide a proof of vaccination, please contact us at info@sccij.jp beforehand so that a seating according to guidelines can be arranged. Thank you in advance for your understanding and cooperation.

Biography of the Speaker:

Mr. Daiju Aoki is the Regional CIO and Chief Economist for Japan at UBS SuMi TRUST Wealth Management. Mr. Aoki focuses on Japan macroeconomics, currencies and fixed income, as well as on enhancing communication of the UBS Wealth Management House View. Prior to joining the wealth management division, he served as Economist for UBS Investment Bank’s Equity Research franchise in Japan. In that role, Mr. Aoki offered views on Japanese macroeconomics, policies and financial markets, and advised institutional clientele on investment decisions. In 2015 and 2016, he ranked top economist among global firms (5th overall) in the Institutional Investor “All-Japan Research Team” rankings. Mr. Aoki joined UBS Securities in 2010. Prior to that, he served nine years as an economist in Japan’s Cabinet Office where he was responsible for macro-econometric models used in mid-long term economic and fiscal projections and in policy planning under the Koizumi, Abe and Fukuda Cabinets. Mr. Aoki holds a Master’s degree in Economics (ABD) from Brown University.

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