Moody’s Analytics: The unfolding disaster in Japan will be felt across the global economy, but growth will not be derailed. Global growth will be boosted by post-earthquake reconstruction in the second half of 2011.
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Nomura: Natural disasters are local events and hence tangible implications for other regions tend to be much milder. The global sector that tends to react most to natural disasters is the insurance sector. It is the insurance companies that will bear the brunt of adjusting their provisioning.
Moody’s Asia Pacific Weekly: Preliminary estimates of insured losses are $15-$35 billion, and could rise as losses from the tsunami, which are not yet fully incorporated in the range, are refined. These losses will fall to insurance and reinsurance companies in Japan and around the world.
HSBC: Japan’s disaster, though incomparably tragic, is unlikely to knock emerging Asia off its current growth trajectory or provide the necessary deflationary impulse to ease rapidly growing price pressures.
Also See How Japan’s crisis affects economies and markets (PDF)
Graphic by Naveen Kumar Saini/Mint