Japan's Corporate Outlook: Growth Appetite Amid Rising Geopolitical Risks

S&P Global Ratings analysts held a live, interactive webinar on Thursday, 9 April, where they discussed the credit implications of aggressive growth investments amid rising geopolitical risks for Japanese corporates.

Key discussion topics included: 

• Heightened Uncertainties: Rising energy costs, U.S. policy shifts, and Japan‑China ties adding uncertainty to the performance outlook for Japanese corporates
• Credit Resilience Tested: Aggressive growth strategies (capex, M&A, shareholder returns) will challenge companies’ credit strength
• Diversified Funding Supports Stability: Expanded funding sources and manageable BoJ rate hikes support financial stability
• Key Sectors in Focus: Automobiles, utilities, and general trading and investment companies

Speakers:
Makiko Yoshimura, Director, Corporate Ratings
Hiroyuki Nishikawa, Director, Corporate Ratings
Yuta Misumi, Director, Corporate Ratings

Moderator:
Hiroki Shibata, Managing Director and Analytical Manager, Corporate Ratings

This webinar replay is free of charge.