Yuki Yaginuma's questions to ORIX (IX) leadership • Q3 2024
Question
Asked about the capital recycling environment for alternative investments in Europe and the US. She inquired about ORIX's perception of the market, whether it has bottomed out, and if the company is becoming more bullish or changing its strategic direction.
Answer
The executive agreed that there are signs of the market bottoming out, with opportunities for sizable deals in infrastructure and renewables potentially emerging. While mid-cap deals may take longer to recover, they see positive signs in the US mortgage business as interest rates fall. The company's stance may shift from purely defensive to 'slightly offensive' in exploring new investments for the next fiscal year.