Stock Traders’ Guide to Navigating Takaichi-Trump Summit

US President Donald Trump and Japanese Prime Minister Sanae Takaichi in Yokosuka, Japan, on Oct. 28, 2025.

Photographer: Andrew Harnik/Getty Images

Japan’s equity investors will closely watch a meeting between President Donald Trump and Prime Minister Sanae Takaichi in Washington on Thursday for possible agreements on economic and military cooperation.

Any details on Japan’s $550 billion government-backed investment plan in the US has potential to impact energy and shipbuilding sectors. Defense stocks may react as Takaichi faces a diplomatic challenge after Trump called on Japan to deploy warships to the Strait of Hormuz and then withdrew the demand.