India and Japan are deepening cooperation on defense, technology, and energy following Japan PM Sanae Takaichi’s first official visit to New Delhi. The stated goal is to reduce dependence on China, which could modestly affect regional risk premia and supply-chain planning. Near-term market impact is likely limited, but the geopolitical signal is directionally meaningful.
India and Japan are deepening cooperation on defense, technology, and energy following Japan PM Sanae Takaichi’s first official visit to New Delhi. The stated goal is to reduce dependence on China, which could modestly affect regional risk premia and supply-chain planning. Near-term market impact is likely limited, but the geopolitical signal is directionally meaningful.
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