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Daiwa Asset Management – Japan Economic and Financial Market Outlook

Summary

This report provides forecasts and outlooks for economic indicators, interest rates, equity markets, REITs, and foreign exchange for Japan and other major economies.

Key findings include expected US policy rate bottoming out in 2026, gradual rate hikes in Japan, reduction in Japanese government bond purchases, and positive growth forecasts for major equity and REIT indices through 2027.

Region: Asia 
Published: January 2026 
Author(s): Daiwa Asset Management 
Language: English 
Geopolitical drivers: Economic conditions 
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