2025 is marking a clear turning point in the investment strategy of Japanese businesses in Vietnam. From focusing on traditional manufacturing and infrastructure sectors, Japanese capital flows are shifting strongly to economic sectors with high added value such as high technology, digital finance, health care and medical supply chains.

This shift not only reflects the trend of globalization of supply chains after the pandemic and geopolitical tensions, but also shows the long-term confidence of Japanese corporations in the potential of Japanese corporations. Vietnam's domestic market capabilities and high-quality human resources.

Healthcare - a new destination for Japanese M&A capital flows

One tradeThe recent transaction between Elan Group (Nagano, Japan) and TMC Vietnam Trading and Services Joint Stock Company partly reflects new investment trends. Elan - a business specializing in providing medical support services - has acquired 51% of TMC Vietnam's shares, marking the first step in this group's expansion strategy into Southeast Asia.

Elan's choice of Vietnam as its first destination is not a coincidence. According to an assessment from the Asian Development Bank (ADB), Vietnam's health care market size could reach 23 billion USD by 2030, with strong demand for private medical services and high-tech medical equipment.

There is a shortage of health care infrastructure, especially in high-level urban areas.P Hai and Ba, are creating a large "gap"-and this is an opportunity for Japanese businesses to take advantage of the strength of technology and health management to expand the presence. M&A Vietnam 2024, the value of M&A deals from Japan to Vietnam in 2024 reached US $ 167 million, significantly decreased compared to US $ 1.55 billion in 2023. However, the number of deals increased to 21 deals, mainly concentrated in small and medium-sized groups. Long -term growth instead of just looking for short -term profits.The fields of high technology, semiconductors, artificial intelligence (AI), Fintech and digital banks are emerging as attractive investment destinations. For health care and logistics

The context of global supply chain restructuring after the COVID-19 pandemic and US-China tensions have caused many Japanese corporations to reposition production networks. Vietnam - with a favorable geographical location, stable political environment, competitive labor costs and young workforce - is becoming an ideal replacement center for China.

From the beginning of 2024, many Japanese businesses has begun to promote investment in:

• Semiconductor and electronic components industry
• Data centers and cloud computing platforms
• Research and development (R&D) located in Vietnam instead of Japan Version

This shift is further promotedby the strong investment incentive policies of the Vietnamese Government, especially in the field of high technology and innovation.

Fintech and consumer finance - a new playground for Japanese corporations

In parallel with investment in production and technology, Japanese businesses also is promoting investment in the field of fintech and consumer finance in Vietnam - a market with a young population, high internet usage rate and rapidly changing spending habits.

Notable recent deals include:

• Japan's digital bank cooperates with Vietnamese fintech in cashless payment services
• Investing in financial platformsdemi-personal and smart consumer lending

According to a survey by JETRO (Japan Trade Promotion Organization), 56.1% of Japanese businesses in Vietnam want to expand their operations in the next 1–2 years, the highest in the ASEAN region. At the same time, 50.4% assess that business profits in 2025 will improve, despite fluctuations in geopolitics and global exchange rates.

Reverse M&A trend: Vietnam begins to "go upstream" to Japan

A new trend emerging is that Vietnamese businesses Nam proactively seeks investment opportunities in Japan - marking maturity in integration thinking and market expansion.

Potential areas include:

• High quality food and consumer goods supply chain
• Startup technology has the ability to internationalize products
Class = "QL-SIGN-JUSTIFY"> These M&A deals are not only helping Vietnamese businesses reach out to the international market but also contribute to balancing investment balance between the two countries, promoting sustainable and two-way development. No longer merely large -scale production deals, now the wave of investment focuses on technology, health and finance - The fields of attaching LWith the trend of sustainable and long-term development.