Back to today’s briefing

Story perspectives

Japan's Corporate Confidence Rises Amid Economic Challenges

12/15/2025

33 7 Full Breakdown

Summary

Story summary

The Bank of Japan's December Tankan survey shows corporate sentiment remains stable, with large manufacturers' confidence at +15, the highest since December 2021.
Capital expenditure plans are robust, with a 12.6% increase for FY2025/26.
Firms expect conditions to worsen in three months due to U.S. tariffs, rising costs, and labour shortages.
Analysts anticipate a rate hike at the BOJ meeting as policy normalization proceeds.

1 of 1

Story summary

The Bank of Japan's December Tankan survey shows corporate sentiment remains stable, with large manufacturers' confidence at +15, the highest since December 2021.
Capital expenditure plans are robust, with a 12.6% increase for FY2025/26.
Firms expect conditions to worsen in three months due to U.S. tariffs, rising costs, and labour shortages.
Analysts anticipate a rate hike at the BOJ meeting as policy normalization proceeds.