Macquarie 2 月 8 日长篇报告,60页。
美日关系是当今最为重要的双边关系之一。本篇深入分析,有助厘清框架。
We believe PM Abe is committed to tackling Japan’s productivity problem.Japan ratified the TPP(Trans-Pacific Partnership)which would have allowed US service-sector MNCs to enter Japan with political support.With President Trump withdrawing the US from the TPP,we believe the US and Japan will negotiate a bilateral EPA(Economic Partnership Agreement)with similar provisions.