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Japan: Growth strategy and longer-term fiscal projections-20260626
野村证券· 2026-06-26 13:12
Japan: Growth strategy and longer-term fiscal projections Economics - Japan Question marks over whether high growth can be realized Establishment of "strong and prosperous Japan" investment framework, mainly to be handled in initial budget Growth strategy assumes public–private investment of over ¥370trn through FY40, with particular focus on AI and semiconductors At a meeting of the Council on Economic and Fiscal Policy and the Japan Growth Strategy Council on 24 June, the government presented estimates fo ...
Japan Machinery: Machine Tools: May2026: JMTBA final orders-20260626
高盛· 2026-06-26 11:36
25 June 2026 | 10:33PM JST Equity Research Japan Machinery: Machine Tools: May 2026: JMTBA final orders The Japan Machine Tool Builders' Association (JMTBA) released final machine tool order data for May 2026 at 3PM JST on June 25. We summarize regional conditions and our views based on the orders data and comments on the market environment by the JMTBA. Exhibit 1: Japan Machine Tool Builders' Association: Final orders summary | | Order (mn JPY) | YoY | MoM | | --- | --- | --- | --- | | Total Orders | 177,0 ...