Five Lakh Talent Export from India to Japan Contemplated to Ease Labour Shortage

From stealth warship tech to a 500,000-strong talent exchange, Tokyo and New Delhi are pairing Japanese precision with Indian scale

·         Largest Indian business delegation: A 200-member Indian business delegation, led by Commerce Minister Piyush Goyal, visited Japan to seek investment, advanced machinery, manufacturing expertise and technology partnerships.

·         Complementary strengths: The partnership increasingly combines Japan's technology, capital, precision manufacturing and expertise with India's young workforce, large-scale production capacity and huge domestic market.

·         India's long-term growth vision: India sees Japan as an important partner in its journey from a US$4 trillion economy towards a US$30 trillion economy by 2047.

·         Focus sectors: Cooperation discussions covered semiconductors, artificial intelligence, advanced manufacturing, automobiles, robotics and industrial supply chains.

·         Major Japanese investment commitment: Japanese firms have begun investing under a previously announced 10-trillion-yen (about US$63.9 billion) investment pledge, with India expecting the long-term target to be achieved much faster than originally planned.

·         500,000-person talent exchange: India and Japan have set an ambitious goal of facilitating the exchange of more than 500,000 people in both directions by the end of the decade.

·         Haryana–Fukuoka workforce initiative: Haryana and Japan's Fukuoka prefecture are working to train and place up to 50,000 Indian workers and technical professionals over five years, particularly in semiconductors and automobile manufacturing.

·         Addressing Japan's labour shortage: India's young and growing workforce can help address Japan's ageing population and increasing shortage of skilled workers, while Indian workers gain advanced training and international manufacturing experience.

·         Growing Japanese investment in India: Japanese companies are expanding their financial presence, with Japanese venture and corporate investment in India increasing sharply. Japanese firms are estimated to have completed around US$10 billion in Indian mergers and acquisitions over the past five years.

·         Supply-chain diversification: Rising US tariffs and global efforts to diversify supply chains beyond China are accelerating India–Japan economic cooperation.

·         Defence and naval cooperation: The partnership is expanding beyond economics into defence technology, naval shipbuilding and warship design.

·         Stealth warship technology: India and Japan have agreed to cooperate on technology for Indian warships, including Japan's Unified Complex Radio Antenna (Unicorn) system, designed to reduce a vessel's radar signature.

·         Shipbuilding opportunity: Japan's expertise could help India strengthen its domestic shipbuilding industry and support India's ambition to build a 200-ship navy within the next decade.

·         Uttar Pradesh's Japan City proposal: Uttar Pradesh is seeking Japanese industrial investment through a proposed 500-acre “Japan City” near Noida International Airport, alongside broader cooperation in manufacturing and defence production.

·         Strategic transformation: Overall, India–Japan relations are shifting from a traditional investment and aid-oriented relationship towards a deeper strategic partnership based on talent mobility, joint innovation, advanced manufacturing and defence cooperation.

 

[ABS News Service/07.09.2026]

India’s largest-ever business delegation, 200 executives strong, touched down in Japan late last month in search of money, machinery and manufacturing know-how.

At its head was Commerce Minister Piyush Goyal, whose four-day tour from August 24 to 27 not only laid the groundwork for next year’s 75th anniversary of diplomatic ties but also worked to solidify an economic partnership now expanding into shipbuilding and defence.

“We believe in the principle of continuous improvement and we are looking at Japan being our partner in this journey as we progress from a US$4 trillion economy today to a US$30 trillion economy by 2047,” Goyal told a joint gathering on August 24 that included representatives of Keidanren, a Japanese business federation representing more than 1,500 companies.

The talks spanned a range of sectors, from semiconductors to artificial intelligence, according to the Federation of Indian Chambers of Commerce and Industry.

Goyal later told reporters that Japanese firms had already invested about 14 per cent of a 10-trillion-yen (US$63.9 billion) pledge announced last August. At the current pace, he said the 10-year foreign direct investment goal would be reached within three to four years.

The delegation’s India tour built on a flurry of recent high-level exchanges. Japanese Defence Minister Shinjiro Koizumi visited India from August 19 to 20, hot on the heels of Prime Minister Sanae Takaichi’s trip in July.

India’s most populous state, Uttar Pradesh, has been conducting its own parallel courtship, with Chief Minister Yogi Adityanath pitching Japanese companies on a proposed 500-acre “Japan City” near the new Noida International Airport, serving the capital region.

“What makes the partnership especially interesting is the complementarity,” said Arijit Chatterjee, a professor of management at ESSEC Business School.

“Japan has technology, capital and an ageing workforce, while India … has scale, labour and a huge market, so the objective is increasingly to combine Japanese know-how with Indian people and production capacity rather than simply attract Japanese FDI.”

For a “young, populous state” like Uttar Pradesh looking to build its industrial capacity, Japan was “particularly attractive”, Chatterjee said, “because it brings not just capital but decades of expertise in precision manufacturing, automobiles, robotics, skills and industrial supply chains”.

This “complementarity” is visible in India’s Haryana state, which has been working with Japan’s Fukuoka prefecture since June to train and place up to 50,000 young workers and technical professionals over five years in critical industries such as semiconductors and vehicle production – a direct response to the acute labour shortages afflicting many of Fukuoka’s major companies as Japan’s workforce rapidly ages.

“Japan can provide training, work experience and exposure to advanced manufacturing practices, while India provides talent,” Chatterjee said.

“I see youth mobility as an important complement to Japanese investment and technology transfer: India gains skills, jobs and human-capital development, while Japan gains access to a young, trained workforce it increasingly needs.”

Goyal offered another vivid example: the Indian subsidiary of Suzuki Motor Corporation, which first invested in the country in 1989, is now worth more than its Japanese parent company – surpassing it in market valuation as far back as 2015.

US$10 billion surge

Historical precedents showed the Japan-India relationship was already primed to strengthen, but analysts told This Week in Asia that rising US tariffs and the push to diversify supply chains away from China had accelerated the shift.

Last year, the two countries set an aspirational target of exchanging more than 500,000 personnel, in both directions, by the end of the decade.

Capital has followed a similar trajectory. “We were sub-US$2 million in assets under management, I think until 2020. Now fast forward to 2026, and we’re close to US$300 million,” said Rajeev Ranka, a partner at Incubate Fund Asia, a Japanese venture capital firm focused on Indian start-ups.

He estimates that Japanese firms have completed roughly US$10 billion in Indian mergers and acquisitions over the past five years.

“There is a lot of interest and action which is supported by on-the-ground travel and people visiting [India] from Japan,” he said.

Dattesh Parulekar, an assistant professor of international relations at Goa University who specialises in India’s foreign policy and diplomacy, said the bilateral relationship was undergoing a “seminal transformation” – moving from what he characterised as a “donor-recipient fiscal equation” to a partnership built on joint innovation, including on defence systems.

Partners in arms

Earlier this summer, Japan and India agreed to jointly develop stealth technology for Indian warships, fitting them with the Japanese-developed Unified Complex Radio Antenna (Unicorn) system, which reduces a vessel’s radar profile by combining cluttered antenna arrays into a single, compact structure.

Talks have also turned to naval shipbuilding and design – an area where India has long lagged behind China, Japan and South Korea, which together controlled more than 90 per cent of the global shipbuilding industry in 2024.

Japan had been exploring the possibility of a joint shipbuilding venture with India for a long time, said Vivek Mishra, deputy director of strategic studies at the Observer Research Foundation think tank in New Delhi. “Japan would be a perfect partner [for India],” he said.

Uttar Pradesh recognised as much, according to Parulekar, who said part of the state’s appeal to Japanese industry was its “surging ambition to spearhead defence manufacturing” through six dedicated industrial corridors, anchored around Lucknow, Kanpur, Aligarh, Agra, Jhansi and Chitrakoot.

“I think cooperation is likely to increase on both the civilian and military sides, with shipbuilding becoming an important part of the broader industrial relationship,” said Chatterjee, noting that India was seeking Japanese investment and design expertise in equal measure.

A robust domestic shipbuilding industry was the surest foundation for naval expansion, he added – especially relevant as India races to build a 200-ship navy within the next decade.