(New) HC Picks 436

March 4, 2026
by Investment and Research Team

Period : February 25, 2026 – March 3, 2026

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

-Policies and business activities related to Japan investment opportunities-


● Japan Government to Become Top Shareholder in Chip Maker Rapidus

 > “Japan currently lacks the capability for large-scale production of advanced semiconductor chips, and the mission of Rapidus is to change this situation. This amount doesn’t look to be enough, hope this is just the initial step.”

● Japanese homebuilders go on a U.S. shopping spree

● SoftBank Group’s PayPay Targets $13.4 Billion Valuation in U.S. IPO

 > “This is a familiar service in Japan. Let’s watch what they wish to target in the US market.”

#Business


● Japan Prepaid Card and Digital Wallet Market Intelligence Report 2026: Interoperable Wallet Networks and Issuing Enablers Redefine Distribution, Embedded Controls, Next-Generation Card Infrastructure

 > “Japan’s cashless payment ratio has exceeded 40% and continues to grow rapidly.”

#Market


● BOJ to experiment with blockchain settlement for reserves

 > “Japan is also moving toward leveraging blockchain technology to improve efficiency of financial transactions and settlements.”

● Publication of AI Discussion Paper (Version 1.1)

 > “These are preliminary discussion points for promoting the sound utilization of AI in the financial sector.”

#Policy (BOJ)


● Japan quarterly capex rises 6.5% as government seeks to spur investment

 > “While growth is not the only important factor, this stats shows a turning point from deflation.”

#Economy