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

Japan's top union group seeks 5% wage hike despite US tariffs

Japan's largest labour union group said on Thursday it would seek wage hikes of 5% or more in 2026, aiming for bumper pay raises for the fourth consecutive year to counter inflation despite headwinds from U.S. tariffs.

Reuters • Oct 23, 2025

FLJP: Political Turmoil Is A Concern For Japanese Markets

The Franklin FTSE Japan ETF faces headwinds from Japanese political turmoil, coalition rupture, and uncertainty over government fiscal policy. Political instability threatens the BoJ's rate hike plans, weakening the yen; this benefits exporters but raises concerns for domestic sectors and imported inflation. FLJP's automotive exposure gains from a weaker yen, but US tariffs and slowing exports diminish the upside for the ETF's industrial and consumer discretionary holdings.

Seeking Alpha • Oct 12, 2025

Nikkei 225: Rallied Above 48,000, Key Levels To Watch Next As New Japanese PM Ignites Bulls

Nikkei 225 hits new record high, rising 6.5% since 23 September 2025 amid optimism over Japan's incoming Prime Minister, Sanae Takaichi. Expansionary fiscal policy expected, with higher government spending and increased JGB issuance to boost wages and corporate profits.

Seeking Alpha • Oct 7, 2025

Japan to Pick Fifth Leader in 5 Years. The Stock Rally Ignores the Politics.

A big factor for investors is that Japan's stocks are still cheap—and there are positive catalysts ahead.

Barrons • Oct 3, 2025

Japan defends 15% tariffs deal with ‘tough negotiator' Trump

Japan's chief trade negotiator has defended a tariffs deal with the U.S., expressing respect for President Donald Trump and calling him a “tough negotiator.”Trade envoy Ryosei Akazawa noted that the pact setting on most Japanese exports to the U.S. at 15% was comparable to a deal between Washington and the European Union.

Fast Company • Oct 1, 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

White House: Will honor 15% cap on pharma tariffs as part of trade deals with Japan, EU

CNBC's Eamon Javers reports on the latest news regarding tariffs.

CNBC Television • Sep 26, 2025

EU, Japan express confidence in capped US tariffs on drugs

The European Union and Japan expressed confidence on Friday that they had secured limits on U.S. tariffs on pharmaceuticals, which President Donald Trump said he would impose next week at a rate of 100%.

Reuters • Sep 26, 2025