Methodology — Japan Policy Map

Methodology & sources

How the Japan Policy Map turns public policy into structured, source-backed investor data. Built 2026-05-29.

Three standardized scores

Policy Tailwind Score (0–100)

How hard the Japanese state is pushing a theme: legal force, budget visibility, implementation maturity, duration of support, directness of industry demand, and strategic priority. Anchored to a domain base and adjusted per sub-theme.

Company Exposure Score (0–100)

How directly a listed company is exposed: blends exposure type (direct > indirect > ecosystem; headwind measures the intensity of adverse sensitivity, not desirability) with the evidence-confidence of the mapping.

Evidence Certainty (0–100)

Quality, explicitness, recency, and cross-source consistency of the evidence behind a sub-theme's status and each company mapping.

The scale of government money

Each sub-theme shows how the policy actually reaches companies. Where there is a real fiscal commitment — a budget line, a subsidy pool, a multi-year program — we show the amount, the period it spans, and a bar scaled on a logarithmic axis so a ¥72.5bn fund and a ¥43tn program are both legible. Where the policy works through a tax incentive, a regulation, a disclosure rule, monetary policy, or a target rather than direct spending, we say so plainly and show no spending bar; the key number that does matter (an inflow, a target, a revision rate) is shown instead. Cost headwinds, such as drug-price cuts, are marked separately.

Companies, verification & sources

Every company code is verified against the EDINET corporate-filing database (an independent service by Cabocia Inc., not affiliated with Japan's Financial Services Agency) before it appears. A company is mapped to a sub-theme only when it discloses relevant products or segments, is a known supplier in the official program, or its business clearly sits on the policy transmission channel — classified as direct, indirect, ecosystem, or headwind. Each sub-theme links to its primary sources, ordered by importance, with plain names and a one-line note, so the reader can go straight to the law, plan, budget, or disclosure behind a claim. Where Japan's listed universe has no clean exposure to a theme, the company table is left empty rather than filled with weak matches.

Company tickers are verified against the EDINET DB (an independent service by Cabocia Inc., not affiliated with Japan's FSA), build date 2026-05-29. Educational research; not investment advice.