A New Growth Plane For Japanese Equities

Japanese equities have undergone one of the most significant re-ratings in the developed world - but the story is evolving. The early phase was about leaner balance sheets and better capital management.

Seeking Alpha • Aug 19, 2026

CIO Weekly: Japan - Intervention Adds To Policy Pressure

The rare, coordinated intervention by the U.S. and Japan last month to strengthen the yen caught markets by surprise, but it's important to separate currency mechanics from the investment case on the country. Interventions of this magnitude draw attention because the stakes extend beyond exchange rates.

Seeking Alpha • Aug 17, 2026

Japan's Economy Stays on Growth Path, But Headwinds Loom

The Japanese economy notched a third consecutive quarter of growth, but at a slower pace as household and corporate spending weakened.

WSJ • Aug 17, 2026

Nikkei 225 Index bullish flag forms as SoftBank, Kioxia, Nintendo stocks jump

The Nikkei 225 Index jumped sharply this week, reaching its highest level since July 6, and 15% above its lowest level this month. This rebound was driven by the ongoing technology stock gains as investors bought the recent dip.

Invezz • Aug 14, 2026

Japan wholesale inflation eases slightly to 7.2%, undershooting expectations

The PPI reading was lower with the 7.4% expected by economists polled by Reuters, and was down from a revised 7.3% seen in June.

CNBC • Aug 13, 2026

Japan fund managers chase retail cash as JGB yields surge

After years of paying investors almost nothing, Japanese government bonds are suddenly ​worth owning again, and domestic asset managers are hurrying to give ordinary investors a way in.

Reuters • Aug 12, 2026

Despite the Weakening Yen, Japan's Stock Market Is Outperforming. Here's How to Invest.

A weakening yen has helped to boost the country's exports. Japan's dependence on foreign oil remains a risk, however.

The Motley Fool • Aug 12, 2026

Amid Yen Intervention, This Japan ETF Thrived

It's not every day that two central banks coordinate to prop up a sagging currency. That's exactly what the Bank of Japan (BOJ) and the Federal Reserve did in an effort to boost the yen.

ETF Trends • Aug 10, 2026

Top Nikkei 225 Index catalysts this week: yen rescue, Softbank earnings and more

The Nikkei 225 Index retreated by over 1.52% on Monday as investors reacted to several events, including the Japanese yen rescue and the upcoming corporate earnings. It dropped to 63,390, down by 12.9% from its peak this year.

Invezz • Aug 3, 2026

BOJ holds rates at 1%, warns of underlying inflation exceeding 2% target

The decision comes as speculation continues to swirl around whether the Bank of Japan will hike rates at a faster pace.

CNBC • Jul 31, 2026