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Reuters Tankan for September shows tiny improvement

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Reuters Tankan is a monthly survey that seeks to track the Bank of Japan’s tankan quarterly survey

  • Japan manufacturers index +4 in October, unchanged from September
  • Non-manufacturers
    index +24 in October vs +23 in September
  • Manufacturers
    January index seen at +5, non-manufacturers +20

The survey covered familiar ground:

  • prospect of higher U.S. interest rates has weakened the
    Japanese yen, hurting the country’s terms of trade
  • concerns about a spike in oil prices also weighing on
    sentiment
  • downside risks from the global economy have
    weighed on confidence
  • rising cost of doing business due to surging raw materials prices that were aggravated by a weak yen

Some of the highlighted comments from firms:

  • “Our business conditions are not so good, because there’s a
    divide among those who benefit from recovery in car production
    and those who suffer from China’s overall economic slowdown,”
  • “Uncertainty around the outlook is high,”

Reuters poll of 502 large- and mid-sized companies

  • 249 firms responded
  • respondents spoke on the
    condition of anonymity
  • Reuters Tankan indexes are calculated by subtracting the
    percentage of pessimistic respondents from optimistic ones. A
    positive reading means optimists outnumber pessimists.

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