Thus, with respect to the recovery of private demand, it seems natural that the corporate sector, which has regained profitability as a result of restructuring, should take the lead by increasing investment followed by the household sector as income conditions gradually improve. This is the development we are now witnessing. Second, we observe polarization in various areas of the economy.
For example, a moderate recovery of business fixed investment does not mean a uniform increase across the board. While those industries which produce basic materials are burdened with excess capacity and continue to restrain investment, those related to information technology, such as electric machinery, have increased investment substantially. Another example.