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Highlights:
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With the new year underway, I revisit the international competitiveness of Japanese companies from macro and sector-level perspectives, as part of assessing the outlook for Japan’s economy and equities in 2026.
To gauge Japan’s international competitiveness, I track the Trade Specialisation Index (TSI) on a regular basis. TSI is calculated using export and import values for each sector or product category as (exports − imports) divided by (exports + imports). Readings closer to +1 indicate a comparative advantage, while readings closer to -1 indicate a comparative disadvantage. By comparing TSI over time across major regions and key traded products, we can capture one aspect of how the global competitive landscape is evolving.
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