Introduction
The destructive series of earthquakes and the accompanying tsunami experienced by Japan on Friday 11 March have had an impact on public and private infrastructure that is without parallel in Japan’s modern history. Worldwide attention has been focused on the tragic loss of human life and the unfolding events at the Fukushima nuclear plant.
We summarize for clients a selection of current research by our strategists, economists, and analysts around the region, who are examining the impact of these terrible events on the country’s productive capacity and output and the ramifications for regional markets.
Our thoughts remain with our friends and colleagues in Japan and with the Japanese people.