Basket of Stocks: Planned Japanese Investments in the US

Japan has pledged to invest roughly $550 billion in the US as part of the recent trade deal. Here is the basket of stocks poised to benefit.

On July 22, 2025, as part of the US-Japan trade deal, Japan committed to invest $550 billion in the US. The purpose of creating this investment vehicle is to invest in the United States across multiple strategic sectors including semiconductors, critical minerals, pharmaceuticals, energy, shipbuilding, AI and quantum computing. As part of this trade deal, the US reduced tariffs from 25% to 15%, conditional on Japan’s investment. This means these investments are unlikely to be cancelled, especially after the recent Japanese PM Sanae Takaichi’s visit to the White House, which went well: “Trump heaps praise on Japan’s first female leader, signs rare earths deal“. On top of that, and more importantly, the previous 25% tariffs hit the Japanese export-dependent economy and sent shockwaves through the car-manufacturing and technology sectors.

Japanese firms such as SoftBank Group, Westinghouse and Toshiba have shown interest in launching projects under this fund, with investment sizes reach…