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

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

Nikkei Falls 1.0%, Dragged by Electronics, Tech Stocks

Japanese stocks were lower in early trade as uncertainty over the Middle East conflict continues.

WSJ • Jul 3, 2026

Japan For The Long Haul

Japan's recovery from the “lost decades” of deflation and meager growth has been an on-again, off-again phenomenon. We believe that Japan should reach the “cruising altitude” phase this year and beyond, with a revised code to push companies to make better use of their cash and other assets in helping drive long-term growth.

Seeking Alpha • Jun 25, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

Bank of Japan Could Raise Rates Even If Mideast Uncertainty Persists

Japan's central bank could look past Middle East uncertainty and raise interest rates if inflation becomes a bigger threat to the economy than the risk of slowing growth, Gov. Kazuo Ueda said.

WSJ • Jun 3, 2026

Japanese bond yields are the highest in 40 years. The budget and a 'red flag' from PM Takaichi have markets nervous

Japan's government is preparing a supplementary budget of around 3 trillion yen, or about $19 billion, to replenish reserves and fund fuel and utility subsidies amid higher energy costs. Takaichi has said overall bond issuance will remain unchanged, even though the extra spending will be financed with deficit-covering bonds.

CNBC • May 31, 2026

Japan: I See An Opportunity

I am bullish on Japanese equities, emphasizing that Japan's high debt/GDP is offset by a robust asset base and pension fund scale. Japan's Government Pension Investment Fund and BOJ asset accumulation provide significant competitive advantages and underpin market resilience.

Seeking Alpha • May 15, 2026

How Japan ETF GSJY Can Stand out From Foreign Equities Pack

It's the age of the foreign equities ETF, with investors clamoring for shares of ex-U.S. offerings. That rush for international equities saw the category set records for inflows in January, with the overall space off to a strong start in the new year.

ETF Trends • Feb 27, 2026