INVITE—Japan‘s ¥370tn Investment Push: Capital Goods

Research evidence excerpt

INVITE—Japan‘s ¥370tn Investment Push: Capital Goods

Global | Washington Strategy July 16, 2026

INVITE—Japan's ¥370tn Investment Push:

Capital Goods

Japan's PM Takaichi has set out a $2.3tn investment roadmap across 17

strategic sectors to build a "strong and prosperous archipelago" (see here).

On this call, we will host Sho Fukuhara, Jefferies Capital Goods Research,

to discuss how these investments are playing out in practice, with a focus on

Capital Goods (see report). Join us on Wed, July 22, at 7PM ET / Thu, 23 July

at 8AM JST. REGISTER

Background

Japan Prime Minister Takaichi has set out a $2.3tn investment roadmap across 17 strategic sectors

to build a "strong and prosperous archipelago" (see here). The initiative reflects a broader global

return to industrial policy, with governments increasingly deploying public and private capital to

enhance competitiveness, economic security, and technological leadership. On this call, we will host

Sho Fukuhara, Jefferies Capital Goods Research, to discuss how Japan's re-industrialization is

unfolding in practice, with a particular focus on Capital Goods (see report). We will explore where

investment is being deployed, which industries we believe stand to benefit most, and what the

implications may be for global investors.

Wednesday, July 22, at 7:00–7:30PM ET

Thursday, July 23, at 8:00–8:30AM JST

https://jefferies-sustainability-transition-strategy.open-exchange.net/

Jefferies Hosts AniketTransitionShah,StrategyPhD * | Head of Sust. &

Aniket Shah, Global Head of Washington, Sustainability & Transition Strategy +1 (212) 323-3976 | ashah14@jefferies.com•

Yujin Kim, Washington, Sustainability & Transition Strategy Senior Associate Sho Fukuhara ^ | Equity Analyst•

+81 (3) 5251-6156 | sfukuhara@jefferies.com