Takumi Tsunoda
Takumi Tsunoda
boost capital electric expected general indeed machinery spending
The sectors we had expected to expand, such as general machinery and electric machinery, did indeed get a boost from the capital spending boom.
capital changed corporate leading profits recovery rises trend
The trend has not changed in that a recovery in corporate profits is leading to rises in capital spending.
asia demand electronic exports growing shipments states united
Exports to Asia are growing on demand for electronic parts, while exports to the United States are growing on shipments of cars.
below change figure output trend underlying view
The output figure was below expectations, but it doesn't change our view that the underlying expansionary trend continues.