Situation and Outlook

Last Updated on: 26 May 2010

The economic situation in Japan has brightened in the last six months, and travel to New Zealand is expected to follow suit. Concerns remain, however, about public debt and lagging domestic consumption.

The more favourable economic outlook, combined with New Zealand's recent high media profile in Japan and a favourable exchange rate, should help visitor arrivals from this market return to growth during 2010.

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Economy
Outbound Travel
Airline Update
Competitor Activity

Economy

Japan's export-based economy was heavily hit by the economic downturn but the gloom is lifting. The country is now out of recession with January to March forecast to mark the fourth consecutive quarter of GDP growth.

Overall business sentiment is up. The Bank of Japan has recently revised its GDP growth prediction for 2010 from 1.3 per cent to 1.8 per cent. Unemployment fell below 5 per cent in January and February for the first time in a year but went back up to 5 per cent in March.

Exports also achieved a 30-year high in January, with Japan's worldwide exports at 90 per cent of pre-Lehman shock levels. The Nikkei has been showing signs of strength and has crawled up over the 11,000 yen mark. The Yen has stabilised against the New Zealand Dollar and remains favourable compared to recent years.

However, economic concerns remain. Government spending has played an important part in the rebound and this has contributed to incredibly high public debt; although unlike many other countries borrowing has been from within Japan, not from other nations.

Company profits were better than expected for the 2009 calendar year, thanks to cost cuts as well as growing demand in China and other emerging markets. Deflation continues to stall domestic growth, with the consumer price index remaining negative however the Bank of Japan predicts prices will stop falling by fiscal 2011.

Key Indicators

Sources:
www.economist.com (GDP Growth)
www.xe.com (Exchange rates)

Exchange Rate vs NZD JPY66 = NZD1 (7 May 10)
Expected GDP Growth -5.3% for 2009
+1.9% for 2010
(Apr 10 est.)

Outbound Travel

After dropping back in 2009, outbound travel climbed 8.9 per cent year-on-year in January, only to decrease again in February by 5.12 per cent.

This trend was reflected in visitor arrivals to New Zealand, with visitor numbers from Japan increasing in January 2010 compared with January 2009 (up 15.5 per cent) and February (up 0.9 per cent), but falling back again in March and April.

Despite these fluctuations, the outlook is positive for travel to New Zealand in 2010, with overall growth expected for the first time in several years. New Zealand's profile received a boost thanks to the Giant Rugby Ball's presence in Tokyo in October/November last year, as well as strong international media results and newspaper advertising activity. Combined with economic recovery and a favourable exchange rate, this should help boost interest in travel to New Zealand.

Feedback from travel wholesalers suggests numbers for school group bookings for the coming New Zealand winter and spring will be similar or slightly higher than two years ago.

Airline Update

Air New Zealand capacity for the April to June period is up almost 20 per cent on last year due to smaller aircraft flying during this period. The airline will reduce capacity to the same levels as 2009 over the winter period. All flights from Japan will land in Auckland over winter.

Air New Zealand has indicated plans to boost charter operations next summer following popularity of its four charters out of Nagoya and Okinawa in January 2010.

In May 2010, Air New Zealand announced it would also increase seat capacity out of Japan by around 7 per cent over the Northern winter period (November 2010 - March 2011).

Since October 2009, Jetstar has been selling New Zealand via the Gold Coast mainly to younger travellers.

A number of new airlines servicing the Middle East have entered the market, with Emirates, Qatar, Etihad and Turkish Airlines all planning to start flying out of Narita this year. Qantas will increase seat capacity for six weeks from July on its Narita/Sydney service, with the aim of attracting more group traffic.

Airlines are vying for new slots to be made available for international flights at Tokyo's Haneda airport with the opening of its fourth runway later this year. Unlike Narita, Haneda is closer to the Tokyo city centre and will be operational 24-hours a day.

Four months after filing for bankruptcy, Japan Airlines announced in April it plans to stop flights on 15 international routes, including Brisbane, Bali and numerous destinations in Europe and China. Suspension of flights will take place progressively from September 2010.

Competitor Activity

After a 22 per cent decrease in Japanese visitor arrivals to Australia in 2009, there are now signs of a recovery, fuelled in part by the school group sector. A large proportion of the Japan Airlines (JAL) charters that previously travelled to New Zealand are now going to Cairns. Eight 747 JAL charter flights to Cairns are planned for school groups in Kyushu in 2010.

A large trade familiarisation visit recently organised by Tourism Australia received wide media coverage in Japan. Activity is also underway to attract visitors to the Sydney Marathon and Australian Tennis Open.

The Canadian Tourism Commission is putting increased marketing efforts into Japan, and hopes to boost Japanese arrivals by one third in 2010 to 300,000.

The Tourism Authority of Thailand (TAT) is partnering with 15 Japanese travel companies to recruit 340 people from Tokyo, Osaka and Fukuoka as part of a campaign called 'Amazing Thailand Value Happy Campaign'. Participants' travel reports will provide content on the TAT website.

Hawaii currently targets wedding and honeymoon, family and active senior travellers from Japan. Hawaii plans to broaden is strategy to target females around 40 years of age and the school market, promoting the diversity of experiences Hawaii can offer and ideas for anniversary trips.