Based on field research by Janus Henderson’s Global Sustainable Equities team, the paper argues that Japan’s delayed digital adoption is now translating into a long, investable transformation cycle.
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Many Japanese corporates remain years behind global peers in IT modernisation, sustaining multi-year demand for automation, cloud migration, and AI.
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Demographic pressure, labour shortages, and legacy systems are structurally reinforcing digital spend rather than driving a short-cycle upgrade.
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Opportunities span semiconductor equipment, industrial automation, and digital IP monetisation, favouring firms with durable moats.
Which parts of Japan’s equity market stand to compound as digital catch-up turns structural?
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