HC Picks 422

November 19, 2025
by Investment and Research Team

Period : November 11, 2025 – November 17, 2025

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

-Policies and business activities related to Japan investment opportunities-


● Japan considering stimulus package sized around 17 trln yen, Nikkei says

 > “Spending measures aims to mitigate the economic impact of rising living costs and to boost economy.”

#Policy (BOJ)


● Yen stablecoin issuer predicts growing presence in Japan’s bond market

 > “If successful, JPYC might be a solution for BOJ, bringing in JGB buyers.”

#Market


● Panasonic Sells Most Of Housing Solutions Unit To YKK

 > “Another example of consolidation. Corporate Japan is changing.”

● Sony Raises Guidance on Anime Success, Smaller Expected Tariff Hit

 > “Other than strong earnings from entertainment, resurgent demand for high-end smartphone camera sensors can also be expected.”

#Business