分析:日本拟免征食品销售税 债务/GDP比率料将继续下降
Jin Rong Jie·2026-02-09 05:50

Core Viewpoint - Japan plans to suspend sales tax on food, which is expected to result in a fiscal revenue loss of approximately 0.8% of GDP and a decrease in inflation rate by about two percentage points, potentially pushing overall inflation into negative territory [1] Group 1 - Marcel Thieliant, head of Asia-Pacific at Capital Economics, highlights that the reduction in Japan's budget deficit is occurring at a faster pace than most anticipated [1] - Despite an expected widening of the deficit this year and next, strong nominal GDP growth will lead to a rapid decline in the public debt-to-GDP ratio [1]