News & Updates
Japan Investment Commentary and Market Outlook June 2026
22nd July 2026
Market gains despite volatilityJapanese equities advanced in June despite volatility in AI-related stocks and ongoing...
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Japan Investment Commentary and Market Outlook May 2026
16th June 2026
AI-led rally with measured volatility:Japanese equities advanced strongly in May, led by AI and semiconductor-related...
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Japan Investment Commentary and Market Outlook April 2026
22nd May 2026
Strong equity performance supported by improving fundamentals:Japanese equities rallied sharply in April, underpinned...
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Japan Investment Commentary and Market Outlook March 2026
14th April 2026
Japanese equities declined sharply in March as heightened geopolitical tensions in the Middle East drove a renewed...
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The Takaichi Administration’s Fiscal Policy: Clarity Expected by This Summer
20th March 2026
Focus on the Funding Sources for Consumption Tax Cuts and the Scale of Growth Investment
Concerns persist in the bond...
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Japan Investment Commentary and Market Outlook February 2025
13th March 2026
Japanese equities rose strongly in February, with both the Nikkei 225 and TOPIX up 10.4% to new closing highs. The...
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Japanese Stocks
2nd March 2026
Japanese stocks rebounded sharply from their April 2025 low, which followed the announcement of U.S. reciprocal...
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Japan Investment Commentary and Market Outlook January 2026
17th February 2026
Japanese equities outperformed global markets in January, supported by resilient risk appetite and renewed policy...
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Japan Investment Commentary and Market Outlook December 2025
14th January 2026
Japan’s equity market appeared to finish December on a slightly firmer footing, supported at different points by...
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