Investing in Japan
Japanese Investment Accounts
NISA (Nippon Individual Savings Account)
Tax-free investment account for Japanese residents. In 2024, NISA was reformed: two components — Tsumitate NISA (installment investing, up to ¥1.2M/year, tax-free for 20 years) and Growth NISA (lump sum, up to ¥2.4M/year, tax-free indefinitely). No capital gains or dividend tax within the account.
Contribution limits: Total lifetime limit of ¥18M (¥12M Growth + ¥6M Tsumitate). Non-transferable; you can hold both simultaneously.
iDeCo (Individual Defined Contribution Pension)
Japan's private pension system. Contributions are tax-deductible. Investment growth is tax-deferred. Withdrawals are taxed as pension income (but with significant deductions). Contribution limits: ¥12,000-¥68,000/month depending on employment status and whether you have a corporate pension.
General Securities Account
Taxable account. Dividends and capital gains taxed at a flat 20.315% (15% national + 5% local + 0.315% reconstruction surcharge). Losses can be carried forward for 3 years.
Tokyo Stock Exchange (TSE)
In 2022, the TSE reorganized into three markets:
- Prime: For companies with high liquidity and governance standards (large/mid-caps). Replaces the First Section.
- Standard: For mid/small-caps. Replaces the Second Section.
- Growth: For emerging/growth companies. Replaces Mothers and JASDAQ.
Nikkei 225: Price-weighted index of 225 large Japanese companies. Includes: Toyota (7203), Sony (6758), Mitsubishi UFJ (8306), Fast Retailing/Uniqlo (9983), Tokyo Electron (8035).
TOPIX: Float-adjusted market-cap-weighted index of all TSE Prime-listed companies. More representative of the full market. Popular ETF: 1306.T (Nomura TOPIX ETF).
Corporate Governance Reforms
Since 2023, the TSE has required companies with a P/B ratio below 1x to disclose plans to improve capital efficiency. This has driven a wave of buybacks, increased dividends, and cross-shareholding unwinding. Result: Japan's market has outperformed most developed markets in 2023-2026.
Dividend Culture
Japanese companies traditionally paid low dividends, but payout ratios have increased significantly (from ~20% to ~35% over a decade). Dividend withholding tax: 20.315% for residents. Treaty rates for foreign investors vary (e.g., 10% for US, 10% for UK).
Best Brokers for Japan Residents
- SBI Securities: Japan's largest online broker. NISA and iDeCo accounts. Low commissions.
- Monex Securities: Good for US stocks and ETFs. Supports US dollar accounts.
- Rakuten Securities: Integrated with Rakuten ecosystem. Competitive pricing.
- Interactive Brokers Japan: Best for active/international traders.
Key Considerations
- Estate Tax: Japan has a high inheritance tax (up to 55% for amounts over ¥600M). Non-Japanese assets may also be subject to Japanese inheritance tax if you have a jūsho (domicile).
- FX: The yen is a major reserve currency, but can be highly volatile (carry trade dynamics). USD/JPY is the most traded currency pair globally.
- Deflation Legacy: Even with inflation returning, many Japanese companies still have excessive cash holdings (net cash companies).
- Shareholder Perks (Yūtai): Many Japanese companies offer unique shareholder benefits — discount coupons, free products, etc. Popular among retail investors.
Popular Japan ETFs
- EWJ (iShares MSCI Japan ETF): USD-listed Japan exposure.
- DXJ (WisdomTree Japan Hedged Equity): JPY-hedged Japan exposure.
- BBJP (JPMorgan BetaBuilders Japan ETF): Low-cost (.19%) broad Japan ETF.
- 1369.T (NEXT FUNDS TOPIX ETF): Low-cost TOPIX tracker available on TSE.