DBJP: JPY And USD Face Similar Issues, Limiting Hedge Value

Xtrackers MSCI Japan Hedged Equity ETF offers yen-hedged exposure to Japanese equities but faces limited hedge value amid muted USD/JPY moves. DBJP's 0.45% expense ratio and hedging costs make unhedged, lower-fee Japanese ETFs more attractive for broad market exposure. Japan's conflicting fiscal and monetary policies introduce FX uncertainty, and end markets are struggling with disposable income for things like automotive.

Seeking Alpha • Dec 3, 2025

Nikkei 225 Slips As BOJ Hike Bets Surge Ahead Of December Meeting

The Nikkei 225 falls to 49,303 as rate-hike odds for December 19 approach 80%. Electronics, pharma, and industrials lead declines as liquidity expectations tighten.

Seeking Alpha • Dec 2, 2025

Nikkei 225 Extends Rally As Japan Export Strength And Tech Gains Lift Sentiment

Nikkei closes at 51,063, extending gains for a second session. Manufacturing confidence hits a four-year high as exports strengthen.

Seeking Alpha • Nov 12, 2025

Time for Japan ETFs?

Japan stocks are rallying on the BoJ's dovish stance & Takaichi's pro-growth push. Play the trend via ETFs DXJ, DBJP, HEWJ, and YCS.

Zacks Investment Research • Oct 31, 2025

Why We Still Like Japan In Global Stocks

Solid growth and ongoing shareholder-friendly reforms are driving Japanese equity gains, keeping us overweight. We see the AI theme playing out globally.

Seeking Alpha • Sep 29, 2025

APAC Equities: The Sensitivity To Oil Prices

Among APAC equity markets, Australia has a higher beta to oil prices while India, Indonesia and Thailand have lower betas. Domestic political uncertainties have been one main reason for the decoupling trend seen in Indonesia and Thailand.

Seeking Alpha • Jul 29, 2025

Japan In The Spotlight; Blockchain In AI's Shadow

As the global private equity industry took tentative steps toward recovery in 2024, Japan raced ahead. The value of private equity investment in Japan jumped nearly 41% over the prior-year total in 2024, far outpacing the 25% year-over-year gain in global private equity deal value, according to S&P Global Market Intelligence data.

Seeking Alpha • Feb 1, 2025

Japan: Hotter Than Expected Inflation, Output Rebound Should Support The BoJ's Policy Normalization

Today's data were a mixed bag, but the Bank of Japan will pay more attention to the sharp rise in Tokyo's inflation. Tokyo consumer prices rose more than expected to 2.6% YoY (vs 2.2% in July, 2.3% market consensus).

Seeking Alpha • Aug 30, 2024

Third Quarter Economy Signals Sought From Flash PMI Data After Japan GDP Shows Rebound

Japan's economy enjoyed a strong second quarter, according to official data, which corroborates recent robust survey data. Gross domestic product rose 0.8% in the three months to June, according to initial estimates from the Cabinet Office.

Seeking Alpha • Aug 17, 2024

DBJP: Large Cap ETF Is Export Led, Disadvantaged On Yen Rally

The Yen hedge has not been in holders' favor lately as the currency has rallied. Importantly, the Japanese indices themselves are negatively correlated to the Yen as large cap stocks have large foreign markets, with automotive as an example. The generally export-led economy doesn't benefit massively from a stronger Yen, although domestically it might as the Yen declines have become quite extreme.

Seeking Alpha • Aug 2, 2024