Nikkei Business Online reports in its Thorough Forecast series that intensifying competition for funding and electricity, continued AI investment, rising cyber risks, and consumption tax cuts and slowing inbound demand will be the shocks affecting the Japanese economy in 2027, and looks ahead to the changes and risks from next year onward.
The series aims to depict the possibility of a succession of shocks affecting the Japanese economy and corporate management in the coming year, 2027. It presents the view that competition for funding and electricity will intensify as massive investment in AI continues, and points out that differences in this competition will determine the relative standing of countries and companies.
AI is expected to transform the way people work and the structure of industries, while the threat of cyberattacks is also expected to increase. The series is based on the premise that increasingly sophisticated security risks, alongside technological advances, could affect corporate management.
The merits of cutting consumption tax and the course of consumption amid slowing inbound demand are also cited as issues to watch going forward. As these underlying assumptions are rewritten, the series emphasizes its focus on thoroughly forecasting the changes and risks ahead.