Thank You for Downloading
Your download is complete—head to your Downloads folder to explore the insights.
Japan's economy over the last year has been significantly challenged, but remains resilient. Public equities experienced strong growth—the Nikkei Index grew 24 percent in 2025—but companies were hammered by US trade tariffs, with resulting increased government spending causing public debt levels to rise to well over twice the size of its economy. Prime Minister Sanae Takaichi rolled out new policies to boost business activity and political goodwill, including a USD $550 billion commitment to invest in the US economy, which has been rewarded with a landslide election victory. What opportunities do investors see as the fiscal and monetary environments change in this new administration? How can Japanese businesses capture the opportunity into greater investment activity and financial returns?
