In the days immediately following the twin earthquake and tsunami disasters in Japan, there was much speculation about how big the impact might be on the country’s trade and exports.
Now thanks to Sean Corrigan, chief investment strategist at Diapason Commodities, we have it charted:
Roughly the biggest divergence between in exports and imports since the 2008 financial crisis.
Related links:
China’s Japan syndrome – FT Alphaville
Global industries consider options on supply chains - FT
Japan: supply chain update – FT Alphaville
Japan to Spend $124 Billion on Recovery – WSJ
