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2026-09-16 10:22:08
[Norinchukin Research Institute: AI Demand and Growth Strategy Boost Strong Capital Expenditure Willingness of Japanese Companies] (1) Takeshi Minami, an economist at Norinchukin Research Institute, said that despite geopolitical headwinds, recent capital expenditure indicators in Japan still show strong corporate investment intentions. (2) He said, “Although there are still no clear signs of an end to the Middle East conflict, the capital expenditure statistics are expected to remain robust for the time being, boosted by expanding AI demand and hopes for the growth strategy of the Sanae Takaichi government.” (3) Government data released on Wednesday showed that core machinery orders, considered a leading indicator of corporate capital expenditure, increased by 11.2% year-on-year in July, marking the second consecutive month of growth.
