Analyze the relationship between 'lead' and 'Japan' within the context of the input sentence.
Options: location of formation, founded by, developer, industry

This could lead to more foreign takeovers, Mr James said, after Japan Post's $6.5 billion takeover of logistics giant Toll Holdings and the recently announced $8.9 billion deal for ports and rail operator Asciano by Canada's Brookfield infrastructure Partners.
location of formation