As rate hike expectations strengthen amid concerns over a resurgence of inflation, markets are pricing in the possibility of higher interest rates, while expectations for improved ROE at Japanese companies are growing. Depending on developments ahead, this is expected to affect the allocation of capital market funds.
The article published on 13 September 2026 reports that rate hike expectations are strengthening amid concerns over a resurgence of inflation. It shows that investors seeking to assess the outlook for interest rates are paying close attention.
Against this backdrop, expectations are growing for improved ROE at Japanese companies. The article suggests that improved ROE could lead to greater capital efficiency.