Takaichi Cabinet reshuffle highlights medical DX and defense themes

Following the reshuffle of the second Takaichi Cabinet, investors are analyzing personnel changes to identify upcoming national policy themes. The appointment of Toshiharu Furukawa as Digital Minister—a figure with backgrounds in both medicine and law—suggests a strategic integration of medical digital transformation (DX) and cybersecurity.

Government budget requests reflect this direction, with approximately 93.4 billion yen allocated for medical DX and 13.7 billion yen for strengthening cybersecurity in medical institutions. Key companies identified in relation to these sectors include PHC Holdings for medical IT and electronic health records, and Soliton Systems for cybersecurity services within medical facilities.

In the realm of artificial intelligence, Fujitsu is noted for its involvement in evaluating domestic large language models for government use. Additionally, Mitsubishi Heavy Industries remains a primary indicator for defense policy trends, covering sectors from missiles to unmanned assets.