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Japan's Economy

Japan and India: Economic Partners

How Japan became a key investor and lender in India, from Maruti Suzuki to the Delhi Metro, and a recap of the module.

Japan is one of India’s most important economic partners.

Investment

  • Suzuki’s partnership with the Indian government created Maruti Suzuki in the early 1980s, transforming India’s car industry.
  • Companies like Toyota, Honda, Sony, Panasonic and SoftBank invested in India.
  • Japan is among India’s largest sources of foreign direct investment.

Development assistance

Japan is one of India’s largest official development assistance lenders, funding:

  • Delhi Metro and other metro systems.
  • The Mumbai-Ahmedabad high-speed rail.
  • The Western Dedicated Freight Corridor.

Strategic ties

Both are part of the Quad with the US and Australia, and cooperate on supply chains and technology.

Module recap

  • The Meiji Restoration launched Japan’s modernisation.
  • Japan’s postwar miracle made it an economic giant.
  • Keiretsu and lifetime employment shaped companies.
  • The 1980s bubble burst, leaving bad loans.
  • Deflation persisted until inflation returned after 2022.
  • The BOJ pioneered QE and ended negative rates in 2024.
  • Debt exceeds 200 percent of GDP.
  • Robots, older workers, women and immigrants fill labour gaps.
  • Corporate reform revived stocks; the weak yen boosted tourism.
  • Japan is a key investor and lender in India.
The Maruti revolution

In 1983, the Maruti 800 rolled out, a small, affordable car built with Suzuki. It brought car ownership to India's middle class.

Thinking Japan's economy is only a story of stagnation

Japan pioneered modernisation, policy experiments and is reinventing itself.

Key takeaways
  • Japan is a major investor and lender in India.
  • Maruti Suzuki transformed India's car industry.
  • Japan funds metros, freight corridors and high-speed rail.
  • Japan's story includes rise, stagnation and reinvention.
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