일본 최대 기업들이 작년 4분기 자본 지출을 늘리며 기업 심리가 강화된 신호를 보냈다. 재무성은 소프트웨어를 제외한 상품 지출이 전 분기 대비 4% 상승했다고 보고했다. 다카이치 사나에 총리는 전략 부문에 대한 투자를 촉진하고 있다.
일본 주요 기업들은 2025년 10월~12월 분기에 자본 지출을 확대하며 기업 신뢰가 개선됐음을 나타냈다. 재무성의 2026년 3월 3일 보고서에 따르면 소프트웨어를 제외한 상품 지출이 이전 분기 대비 4% 상승했으며, 여름 기간에는 지출이 평평했다.
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Japan's Nikkei average surpassed 58,000 for the first time following the Liberal Democratic Party's landslide election victory. Expectations for Prime Minister Sanae Takaichi's economic stimulus measures are driving the market, though fiscal concerns linger.
Japan's real gross domestic product grew at an annualized rate of 0.2% in the October-December quarter of 2025, falling short of market estimates. Preliminary data from the Cabinet Office showed a 0.1% quarter-on-quarter rise, marking the first positive growth in two quarters. The full-year growth rate for 2025 reached 1.1%, the highest since 2022.
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Japan's Q4 2025 GDP was revised upward to 1.3% annualized from the preliminary 0.2% reported on February 16, driven by strong business spending. January household spending on goods and private services held steady despite a year-on-year drop, with contained retail gasoline prices easing inflation. Analysts now expect the Bank of Japan to hold rates in April and hike in June.
South Korea's industrial output rose 2.5% in February from the previous month, the fastest growth in five years and eight months. Government data showed retail sales unchanged while facility investment jumped 13.5%. The Middle East crisis has had minimal impact so far.
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Japan's Nikkei share average rallied ahead of Prime Minister Sanae Takaichi's snap lower house election on February 8, driven by a weaker yen and positive polls for her Liberal Democratic Party. Voters are prioritizing inflation countermeasures, while an AI-doctored campaign video has raised concerns over electoral fairness.