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

The Yen Is Wobbly. What It Means for Japan.

The U.S. and Japan jointly worry about the yen, which is showing increased weakness. How to buttress the currency is another matter.

Barrons • May 14, 2026

Japan's global defense business may be on the cusp of a big breakout

Experts say Japan will initially export arms in areas where it's already strong, such as air defense systems and naval platforms. Global military spending hit a record of $2.89 trillion in 2025, the 11th straight year of increase, according to SIPRI

CNBC • May 13, 2026

Japan PM Takaichi to visit UK and Italy in June, NTV reports

Japanese Prime Minister Sanae Takaichi plans ​to visit Britain ‌and Italy before attending a Group of Seven leaders' ​summit in France ​in mid-June, broadcaster NTV reported ⁠on Wednesday, citing ​multiple unnamed government officials.

Reuters • May 13, 2026

Two of the best trades for the year are in Japan: Goldman Sachs Asset Management

Alexandra Wilson-Elizondo, global co-head and co-CIO of multi-asset solutions at Goldman Sachs Asset Management, discusses why she is excited about the investment opportunities in Japan and says it's important to be selective as the broader momentum in the market fades.

CNBC International TV • May 12, 2026

Japan's Record Run: The Land of the Rising Returns

Japan equities are riding a historic surge, with the Nikkei 225 topping 62,000 for the first time. While the S&P 500 and Nasdaq continue to notch records, Japan is carving out its own bull market, driven by AI-fueled tech gains, structural corporate reforms, and a transformative era of economic policy.

ETF Trends • May 12, 2026

Bessent believes Japan's economy is strong as the US and Japan work on a trade deal

Bessent believes Japan's economy is strong as the US and Japan work on a trade deal.

Yahoo Finance • May 12, 2026

Nikkei 225 Bullish Run Is Facing Minor Exhaustion Below 64,145

Nikkei 225 continued its strong rally to a fresh record high of 63,788, driven largely by technology-related heavyweights such as SoftBank Group and Murata Manufacturing. Despite the broader medium-term bullish trend remaining intact, technical indicators now suggest a near-term corrective pullback risk below the 64,145 resistance level, supported by a developing bearish "Head & Shoulders" pattern.

Seeking Alpha • May 12, 2026

HEWJ: Currency-Hedged Exposure To Japan With Positive Carry

iShares Currency Hedged MSCI Japan ETF (HEWJ) is a fund which participates in broad-based Japanese equities while simultaneously hedging its yen versus US dollar exposure. HEWJ offers an SEC and dividend yield of ~4%, also making it considerable for income-focused investors. Japanese equities are witnessing structural improvement, with valuations still being fairly modest. Japanese equities benefit from governance reforms, improving ROEs, and moderate valuations, supporting allocation to Japan. Execution, however, is important and needs to be monitored.

Seeking Alpha • May 9, 2026

Japan may have fired its yen bazooka twice, but markets are testing Tokyo's resolve

On Wednesday, the yen appreciated sharply, fueling speculation that Tokyo had intervened a second time. Analysts said interest rate gaps continued driving weakness in the yen.

CNBC • May 7, 2026