Japan’s Digital Catch-Up Creates a Multi-Year Investment Runway

Janus Henderson’s latest field research highlights how chronic underinvestment, legacy systems and demographic pressures are accelerating Japan’s push toward digitalisation. 

• Corporates remain years behind Western peers, driving sustained demand for IT modernisation, automation and AI enablement across industries.

• Vendors and system integrators face a seller’s market as labour shortages and complex legacy systems lock in long-duration client relationships.

• Investment opportunities span semiconductor equipment enablers, digital content beneficiaries and hybrid automation leaders.

To understand where the most durable moats and monetisation paths are forming, the full report connects technology needs to long-term capital deployment.