Shin Niwa describes the economic outlook for Japan in 2025 as 'sunny with occasional rain.' He believes that while unexpected events, such as external influences from the U.S., may cause temporary disruptions, the overall economy will trend positively. He also notes that wages have been rising for three consecutive years, which he sees as a positive indicator for continued growth.
Shin Niwa acknowledges the unpredictability of the Trump administration's policies. He sees potential benefits, such as the possibility of reduced supply chain costs if global tensions ease. However, he also warns of risks, such as increased tariffs, which could raise supply chain costs. Niwa emphasizes the need for flexible management to quickly adapt to any changes.
Suntory Holdings focuses on being 'pro-America' by highlighting its significant investments and job creation in the U.S. Niwa stresses the importance of presenting factual evidence of their contributions to the U.S. economy, such as investments and employment, to counter any potential criticism or tariffs. This approach aims to demonstrate their alignment with U.S. interests.
Shin Niwa expresses disappointment and frustration over what he considers 'unreasonable' trade decisions, such as those affecting Nippon Steel. He believes these decisions are unjustified, especially given the significant investments and job creation by Japanese companies in the U.S. Niwa suggests that such decisions could be detrimental to the U.S. economy in the long run.
Shin Niwa believes that the U.S. dollar's exchange rate is influenced by broader economic factors rather than the decisions of a single president. He warns that Japan must be cautious, as the yen could weaken further, which would negatively impact the country. Niwa advocates for a stronger yen and suggests that the Bank of Japan should avoid delaying interest rate hikes to support this goal.
Shin Niwa suggests that the yen should strengthen to a range of 135 to 145 against the U.S. dollar. He believes that a stronger yen is beneficial for Japan, as it prevents Japanese goods from becoming too cheap and supports the overall economy.
「飯田浩司のLeader's Vision」
様々な業界の企業・団体のリーダーから
これからの時代、ビジネスパーソンに求められる知恵と知識を学ぶ、
「飯田浩司のOK!Cozy up!」ポッドキャスト限定コンテンツ。
今回は、1月7日(火)に東京都内で行われた
経済三団体の新年祝賀パーティに参加した企業のトップへのインタビューを
『OK! Cozy up!』で紹介できなかったパート含めフルサイズで
配信しています。
テーマは、「2025年の経済展望」
第2回目は
サントリーホールディングスの新浪剛史社長。
新浪社長は経済同友会代表幹事でもあります。
See omnystudio.com/listener) for privacy information.