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Apollo’s Marc Rowan Says Japan Is Poised for a Big Comeback

David Westin
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Global investment firm Apollo Global Management hosted partners in Tokyo this month to assess Japan’s economic revival after decades of stagnation and deflation. Marc Rowan, Apollo’s CEO, and Eiji Ueda highlighted Japan’s resurgent growth, citing structural reforms, corporate governance improvements, and rising inflation as key drivers. Hiromi Yamaji of Japan Exchange Group underscored Tokyo’s financial market reforms, including shareholder-friendly policies and increased foreign investment flows. Sony’s Hiroki Totoki and Panasonic Automotive’s Masashi Nagayasu emphasized tech and automotive sector expansions, fueled by global demand and domestic innovation. The discussions signal confidence in Japan’s long-term competitiveness, positioning it as a critical player in Asia’s economic landscape.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Welcome to the Wall Street Week newsletter, bringing you stories of capitalism about things you need to know, but even more things you need to think about. I’m David Westin, and this week we told the story of Japan’s return to growth, with Marc Rowan and Eiji Ueda of Apollo Global Management, Hiromi Yamaji of the Japan Exchange Group, Hiroki Totoki of Sony and Masashi Nagayasu of Panasonic Automotive. If you’re not yet a subscriber, sign up here for this newsletter.Apollo Global Management brought its partners to Tokyo this month to see firsthand the changes in business and finance coming at long last to a country that has lacked growth and inflation for so long.

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