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

Time for Japan ETFs?

Japan stocks are rallying on the BoJ's dovish stance & Takaichi's pro-growth push. Play the trend via ETFs DXJ, DBJP, HEWJ, and YCS.

Zacks Investment Research • Oct 31, 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

Japan In The Spotlight; Blockchain In AI's Shadow

As the global private equity industry took tentative steps toward recovery in 2024, Japan raced ahead. The value of private equity investment in Japan jumped nearly 41% over the prior-year total in 2024, far outpacing the 25% year-over-year gain in global private equity deal value, according to S&P Global Market Intelligence data.

Seeking Alpha • Feb 1, 2025

Japan: Hotter Than Expected Inflation, Output Rebound Should Support The BoJ's Policy Normalization

Today's data were a mixed bag, but the Bank of Japan will pay more attention to the sharp rise in Tokyo's inflation. Tokyo consumer prices rose more than expected to 2.6% YoY (vs 2.2% in July, 2.3% market consensus).

Seeking Alpha • Aug 30, 2024

Third Quarter Economy Signals Sought From Flash PMI Data After Japan GDP Shows Rebound

Japan's economy enjoyed a strong second quarter, according to official data, which corroborates recent robust survey data. Gross domestic product rose 0.8% in the three months to June, according to initial estimates from the Cabinet Office.

Seeking Alpha • Aug 17, 2024

HEWJ: Black Monday Declines Mean Selectivity Is Key

The Nikkei suffered its worst ever one-day slump this morning. There are plenty of technical efforts, and it might have been a perfect storm of slightly negative data that agglomerated together into poor sentiment, but Sahm's Rule looms. We think the primary driver of the declines in Japan, at least to the extent that they can be justified, comes down to the higher unemployment in the US.

Seeking Alpha • Aug 5, 2024

BoJ Hikes By 25 Bps And Starts QT: Too Little Too Late, But In Right Direction To Prop Up The Plunging Yen

The “real” policy rate is massively negative, with the new policy rate of 0.25% far below Core CPI of 2.6%. When QT reaches about ¥3 trillion per month in 2026, it would represent a reduction of its JGB holdings of about 0.5% per month.

Seeking Alpha • Jul 31, 2024

Escape Velocity: Japan's Drift Toward Sustained Inflation

Japan has been struggling for some time to generate enough velocity in inflation to escape the gravitational pull of deflation. The story for the rest of 2024 and into 2025 is now centered on whether inflation will be sustained at the BOJ's 2% target.

Seeking Alpha • Jun 14, 2024