Why Japan’s revitalisation can overcome high debt

Why Japan’s revitalisation can overcome high debt

From The Big View by Reuters

February 24, 2026 · 37 min

About this episode

The episode discusses how Japan's new government can manage high debt through industrial consolidation and the impact of interest rates on equity markets.

Prime Minister Sanae Takaichi’s new government can curb excess competition and speed industrial consolidation. On this episode of The Big View, Monex’s Jesper Koll tells Una Galani that borrowing will not rise, while higher interest rates will reshape equity markets. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt-out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Una Galani

Guest: Jesper Koll

Topics covered

  • Japan revitalisation
  • high debt
  • industrial consolidation
  • equity markets
  • interest rates

Keywords

  • Japan
  • debt
  • industrial consolidation
  • interest rates
  • equity markets
  • Sanae Takaichi
  • Jesper Koll

Mentioned in this episode

Organizations: Monex, Thomson Reuters

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