Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, Nomura
Japanese investors deployed an estimated USD 9 billion in India in 2025, with interest accelerating across infrastructure, financial services, and renewable energy, according to Nomura's Senior MD Tsutomu Takemura. As geopolitical tensions redirect capital away from China, India is emerging as the preferred long-term structural investment destination — offering domestic demand, policy stability, and supply-chain diversification that few markets can match.