Global Scans · Japan · Weekly Summary

WHAT'S NEXT?: The latest sign of weakness in Japan's economy will likely add to mounting skepticism about the prime minister's expansionary policies. His coalition government has just achieved the supermajority it needs to amend the constitution which many are worried that Japan is about to remove the mask of pacificism and convert its "Self-Defense Force" into the military threat it really is.

• [New] Global data center power demand is expected to rise by 2.5 times by 2030, which would equal Japan's total power use just for data centers. Sprott ETFs
• [New] Asia-Pacific is projected to witness the fastest growth due to aggressive deployment activities in China, Japan, and South Korea. DataM Intelligence
• [New] Japan is forecast to grow at 10.0%, helped by ageing-linked care demand and gut-health research. FactMr
• [New] Fastest Growing Region: Asia Pacific is the fastest-growing region with a projected CAGR of about 6.8%, supported by rising disposable incomes, K-beauty influence, and tightening cosmetic safety regulations across China, India, and Japan. Persistence Market Research
• [New] Asia-Pacific is projected to register the fastest growth due to large-scale textile manufacturing ecosystems and increasing smart wearable demand in China, Japan, South Korea, and India. openpr
• [New] The Takaichi Cabinet, bolstered by a strong and unwavering belief in the latent power of Japan and the Japanese people, will make the Japanese archipelago stronger and more prosperous. Prime Minister's Office of Japan
• [New] Japan's core CPI rate eased more than expected in April, falling from 1.8% to 1.4% y/y. investing.com
• [New] Japan plans to deepen information-sharing efforts regarding maritime domain awareness (MDA) with Southeast Asian nations to protect sea lanes critical to trade. American Enterprise Institute - AEI
• [New] U.S.-Japan FX cooperation could allow the yen to strengthen in an orderly way as the Bank of Japan continues normalising policy. investing.com
• [New] Improvements in earnings growth are expected to support equities in Europe and Japan, with the MSCI Europe Index projected to rise 11% and Japan's TOPIX Index forecast to gain 12% by mid-2027. Morgan Stanley
• [New] Pet grooming services demand in Japan is expected to post 6.1% CAGR through 2036. FactMr
• [New] The G7 CEG has identified quantum computing as an area of both potential benefit and risk to the financial system. / Japan U.S. Department of the Treasury
• [New] G7 Advancing a Coordinated Roadmap for the Transition to Post-Quantum Cryptography in the Financial Sector [Japanese] Quantum computers have the potential to transform the financial sector by unlocking powerful new capabilities and opportunities. U.S. Department of the Treasury
• [New] Japan introduced its first Space Domain Defence Guidelines, emphasising satellite protection and countermeasures against anti-satellite threats, signalling a stronger integration of space into national security strategy. Bird & Bird
• [New] Japan is especially exposed, given its heavy reliance on imported Middle East energy, and is expected to grow by only 0.5% in 2026. niesr
• [New] The future will see Japan positioning itself as a regional leader in AI-enhanced cyber risk analytics, with a focus on industrial cybersecurity and cross-sector collaboration. Verified Market Reports
• [New] Japan's manufacturing, automotive, and financial sectors are increasingly integrating quantitative risk models to safeguard critical assets amid rising cyber threats from nation-state actors and organized cybercrime groups. Verified Market Reports
• [New] Japan's Green Innovation Fund allocated JPY 2 trillion for circular economy technology research through 2030. evolvancemarketresearch.com
• [New] The availability of capacity is still more limited for U.S.-exposed casualty risks, certain commercial automobile risks, and property and casualty risks in Japan. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec
• [New] Growth opportunities are helped by government measures under the Society 5.0 initiative by Japan's Ministry of Health, Labour and Welfare, and continued investment in health cloud modernization. Dimension Market Research
• Japan: Frictionless retail infrastructure demand in Japan is expected to grow at 22.6% CAGR through 2036 due to increasing investments in retail robotics, smart vending systems, AI-powered convenience retail, and autonomous store automation technologies. FactMr
• Like Germany, Japan is rearming, planning to increase military spending by two-thirds by 2027, while Australia is acquiring nuclear submarines with US and UK assistance under the AUKUS pact. Counterfire

Last updated: 30 May 2026