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 • 7 hours ago

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

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

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

Takaichi's fiscal push could lift growth — and Japan's already-rising interest bill

Prime Minister Sanae Takaichi's planned food-tax cut would reduce annual government revenue by an estimated 4.4 trillion yen, just as Japan's borrowing costs and debt-servicing bill are rising. Higher JGB yields may attract domestic investors and prevent a disorderly bond sell-off, but they would steadily reduce the government's fiscal room.

CNBC • Aug 4, 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

Nikkei 225, Kospi jolt Asian markets as AI rout and Fed fears collide

Asian stocks were mixed on Thursday as investors assessed the fallout from the AI sell-off, the Federal Reserve's rate outlook and renewed tensions in the Middle East. The MSCI Asia-Pacific gauge excluding Japan was little changed after swinging between gains and losses.

Invezz • Jul 30, 2026

Hang Seng Index is soaring as Kospi and Nikkei 225 implode: here's why

The Hang Seng Index has outperformed its major Asian peers this year, even as the Kospi and Nikkei 225 have come under pressure. The index has rebounded nearly 14% from its lowest level this year, while the Nikkei 225 and Kospi have fallen about 15% and 40%, respectively, from their year-highs.

Invezz • Jul 29, 2026

Bank of Japan Set to Hold as It Assesses Impact of June Increase

The Bank of Japan is likely to take a breather this week to assess the effects of its latest move after raising its policy rate to the highest level in three decades.

WSJ • Jul 28, 2026