日本企业正在大幅增加对印度的投资和商业扩张，以对冲中国相关风险。1瑞穗银行去年斥资44亿美元收购印度影子金融机构Shriram Finance 20%股份，创造了外资对印度金融部门的最大单笔投资纪录。1与此同时，住友三井银行去年也成为印度Yes Bank的最大股东，持股比例达24.22%。1
这一投资热潮在日本首相高市早苗7月访印期间进一步加速。1访问期间，日本企业宣布了总额125亿美元的投资协议，涉及120项合作项目，范围覆盖半导体到绿色能源等多个领域。1日本企业在印度已经运营100多个全球能力中心。1
日本与印度的商业联系由来已久。1两国十多年前签署了贸易自由化协议，自2014年莫迪上台后，双方将关系升级为"特殊战略全球伙伴关系"，目标是将印度的日本企业数量翻倍。1这一战略伙伴关系还体现在基础设施领域，印度首条高铁项目孟买-艾哈迈达巴德线采用了日本新干线技术。1
Japanese corporations are substantially expanding their business presence and investments in India, citing growing geopolitical risks in China as a key driver of this strategic pivot. The shift reflects both a commercial reassessment and India's emergence as a preferred alternative market for Japanese capital. 1
Major Japanese financial institutions have led this investment surge. MUFG Bank invested $4.4 billion last year to acquire a 20% stake in Shriram Finance, an Indian shadow lending institution, marking the largest foreign investment in India's financial sector to date. 1 Separately, Sumitomo Mitsui Banking Corporation became the largest shareholder of India's Yes Bank last year with a 24.22% stake. 1 The momentum accelerated during Prime Minister Takayoshi Takaichi's first visit to India in July, when Japanese companies announced $12.5 billion in investments across 120 agreements spanning semiconductor manufacturing to renewable energy initiatives. 1
The deepening economic ties reflect a broader strategic alignment between the two nations. Japanese enterprises now operate more than 100 global capability centers in India. 1 The bilateral relationship has been formalized through frameworks established over more than a decade ago, with a trade liberalization agreement in place and ties elevated to a "special strategic global partnership" following Prime Minister Narendra Modi's 2014 rise to power, with an explicit goal to double the number of Japanese enterprises operating in India. 1 India's first bullet train project, connecting Mumbai and Ahmedabad, will employ Japanese Shinkansen technology, symbolizing the scope of this cooperation. 1
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