Japan's business mood improves, capex firm in boost to economic outlook By Reuters

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Japan's business mood improves, capex firm in boost to economic outlook

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Companies also retained their robust spending plans and faced a tight labour market, the survey showed, suggesting that conditions for the Bank of Japan to phase out its massive stimulus could fall into place. "The stronger-than-expected improvement in the latest tankan survey suggests that the economy will continue to expand at an above-trend pace, which is contributing to mounting staff shortages and persistent price pressures," said Marcel Thieliant, head of Asia-Pacific at Capital Economics.

Big firms expect to increase capital expenditure by 13.6% in the current fiscal year ending in March 2024, matching market estimates, after a 11.7% rise in fiscal 2022, the tankan showed. "The tankan showed Japan is on track for a domestic-demand led growth. But the overseas outlook is a source of concern, such as whether the U.S. economy can achieve a soft landing" said Yoshimasa Maruyama, chief market economist at SMBC Nikko Securities.

 

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