-Caveat Lector-

>From Int'l Herald Tribune

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Paris, Tuesday, February 23, 1999

Trade Surplus Soars 87%As Recession Grips Japan
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Compiled by Our Staff From Dispatches
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TOKYO - Japan's trade surplus soared 87 percent in January from the same
month last year as the nation's recession crushed demand for imports, the
government announced Monday.

At the same time, Japanese exports to the United States and Europe fell,
particularly U.S. exports of steel that have been at the center of a
growing trade dispute with Washington.

The merchandise trade surplus, the measure of all goods exported by Japan
minus those imported, grew to $6.28 billion for the first month of the
year, the Ministry of Finance said. The trade surplus with the United
States decreased 2.2 percent in January, to $4.03 billion, the ministry
said.

The overall trade surplus, which was higher than expected, ''reflects the
severity of Japan's depressed domestic demand,'' said Satoru Ogasawara,
economist at Credit Suisse First Boston, blaming the deepest recession
since World War II. ''The gap between exports and imports will continue to
grow since the yen is now heading toward 125 yen level,'' Mr. Ogasawara
warned.

Imports and exports both fell, as collapsing demand at home coincided with
fading demand in the United States and Europe. While exports tumbled 10.6
percent to 3.45 trillion yen ($28.8 billion), imports fell 22.1 percent to
2.69 trillion yen, the Finance Ministry said.

''This month's surplus was mainly due to a heavy drop in imports as the
Japanese market could not absorb goods from Asia because of the prolonged
stagnation of domestic demand,'' a Finance Ministry official said.

Measured on a monthly basis, Japan's merchandise trade surplus surged 33
percent in January from December.

The steady climb in the surplus reflects consumers' reluctance to spend
amid Japan's worst recession in decades. That has cut demand for imports
and made Japanese manufacturers increasingly reliant on sales overseas.

Japan has been under heavy pressure from the United States and other
trading partners to rein in the surplus by bolstering its weak economy and
spurring demand for imports.

Exports had increased in the three quarters through September as strong
sales of steel to the United States and of cars to Europe offset plunging
shipments to Asia. In the fourth quarter, though, exports fell because of
waning U.S. and European demand.

''The Japanese export environment is clearly deteriorating,'' said Yoshito
Sakakibara, an economist at Goldman Sachs.

''Exports to Europe are deteriorating significantly'' because of the
slowdown in the European economies, Mr. Sakakibara said. In January,
exports to the 15 member countries of the European Union fell 1.4 percent,
from the month before, the first decline in 25 months.

Japan's trade surplus rose 40.1 percent in 1998 from the previous year to a
record $121.8 billion, while the country's surplus with the United States
rose 33.4 percent to $58.3 billion

Industrial output in Japan has fallen eight of the past 12 months as
companies cut production because of weak consumer demand. Household
spending in Japan fell 2.2 percent in 1998 as rising unemployment and
falling incomes caused consumers to increase savings.

The fall in consumer spending, which accounts for 60 percent of the
economy, helped push the nation into its worst recession in more than 50
years. The government expects the economy to shrink 2.2 percent in the year
through March, yet grow 0.5 percent the following year.

Separately, the Finance Ministry reported that Japanese steel exports to
the United States plunged more than 25 percent in January compared with a
year earlier.

Japanese steelmakers, anticipating the imposition of punitive tariffs by
the U.S. Commerce Department, cut exports of steel to the United States in
January by 28.7 percent in value and 25.4 percent in volume from the same
month a year earlier.

Japan's steel exports have become a major trade conflict between the two
countries since the U.S. steel industry accused Japanese companies of
dumping low-priced steel in the United States. U.S. steelmakers such as
Bethlehem Steel Corp. accused Japanese competitors of dumping, or selling
products at below the cost of production.
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