HC Picks 419

October 29, 2025
by Investment and Research Team

Period : October 21, 2025 – October 28, 2025

Category : [Market] [Policy (BOJ)] [Business] [Economy] [Other]

-Policies and business activities related to Japan investment opportunities-


● Nikkei 225 breaks 50,000 for first time ever on trade and rate optimism

 > “Corporate Japan are seriously willing to improve productivity and profitability. We see more M&As and off-balancing non-core assets.”

#Market


● World’s first yen-pegged stablecoin debuts in Japan

 > “Stablecoins can make transactions faster and cheaper, Japan is also on the way to finance innovation and increasing global interoperability.”

#Policy (BOJ)


● Japan’s century-old Fujikura rides AI data centre boom to become Nikkei standout

 > “Optical fiber is also AI related industries, this century-old enterprise is riding the wave and plans to build new factory.”

● Japan’s first fusion energy company achieves key milestone towards commercial reactor

 > “Fusion energy investments have grown a lot recent years, as research progresses and more government attention, the commercialization might be possible in the future.”

#Business


● Japan, US eye investments involving Mitsubishi Heavy, source says

> “Power generation and automobile-related products become potential investment projects.”

● Publication Of “Japan Financial Services Agency Analytical Notes (2025.10)”

> “Report to follow on a regular basis.”

#Economy


● Japan-U.S. Summit Meeting

#Other