Here's why Nikkei 225 is surging on Oct. 16

Japan's Nikkei 225 rebounded sharply on Friday as lower US Treasury yields and a late Wall Street recovery encouraged investors back into stocks battered by this week's AI-led sell-off. The benchmark rose 1.82% to 65,598.63 by 10:02 am in Tokyo, after plunging 4.9% on Thursday to 64,425.95, its biggest daily percentage decline since March.

Invezz • Oct 16, 2026

Bank of Japan Must Ensure Underlying Inflation Doesn't Go Above 2%, Ueda Says

The central bank's governor said the Middle East situation, AI demand and foreign-exchange rates would affect the timing of the decision.

WSJ • 20 hours ago

KOSPI and Nikkei rebound after brutal AI sell-off, but one warning sign remains

South Korean and Japanese stocks rebounded on Wednesday as investors returned to semiconductor and AI shares hammered in Tuesday's rout, though the recovery stopped well short of signalling an all-clear. The KOSPI was up about 1.5% at 6,123 by 11:30 am in Seoul after briefly gaining more than 2%, while the Nikkei 225 rose 0.61% to 68,193.13 at Tokyo's midday break.

Invezz • Oct 14, 2026

Japan has no plans for new oil release from national reserves, official says

Japanese Chief Cabinet Secretary Minoru Kihara said on Monday there were no plans ​for a fresh release of crude oil from national reserves ‌as the country had already released supplies.

Reuters • Oct 5, 2026

5 International ETFs Up at Least 20% in 2026 & Beating the S&P 500

International ETFs are outperforming the S&P 500 in 2026, led by strong gains across Asian and global markets. Here are five ETFs to watch.

Zacks Investment Research • Sep 30, 2026

Yen Consolidates Ahead of BOJ tankan, BOJ's Summary of Opinions

The yen consolidated against other currencies ahead of the BOJ's tankan survey and its summary of opinions from its September meeting, which are due today.

WSJ • Oct 1, 2026

Nikkei 225 falls 1.2% as US yields hit 19-year high: why KOSPI barely budges

Asian stocks came under renewed pressure on Tuesday as rising oil prices and a global bond selloff pushed borrowing costs higher, but the damage was uneven across the region's two major technology-heavy markets. Japan's Nikkei 225 fell about 1.2% to 65,070.58 in early trade, while South Korea's KOSPI was down a much smaller 0.2% near 6,877 late in the morning.

Invezz • Sep 29, 2026

Morgan Stanley: look for opportunities in these two markets

Global investors looking beyond saturated US stocks should pivot toward Japan and Europe – says Andrew Slimmon – a senior portfolio manager at Morgan Stanley. Speaking recently with CNBC, Slimmon highlighted a major shift underway across international equity markets.

Invezz • Sep 28, 2026

Japan's fiscal gamble has JGB market ‘flashing warning signs', says Nomura

Nomura's Rob Subbaraman says Japan's bond market is “flashing warning signs” as Prime Minister Sanae Takaichi pursues fiscal stimulus aimed at lifting nominal growth. He says rising borrowing costs could threaten that strategy, while largely cost-driven inflation complicates the Bank of Japan's tightening path.

CNBC International TV • Sep 23, 2026

Why Japanese stocks rose as government bond yields and the yen fell after rate hike

The BOJ raised its policy rate by 25 basis points to 1.25%, its highest since 1995, just three months after its previous hike. Despite the faster pace, the yen weakened, the 10-year Japanese government bond yield slipped and the Nikkei 225 gained.

CNBC • Sep 18, 2026