News & Updates
Financial Markets Following the Resumption of Rate Hikes
5th October 2026
How Have Long-Term Interest Rates, USD/JPY and US Equities Performed During Fed Tightening Cycles?
In September 2026,...
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Japan Investment Commentary and Market Outlook August 2026
15th September 2026
Broadening earnings growth supports Japanese equitiesJapanese equities advanced in August despite intermittent...
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Japan Investment Commentary and Market Outlook July 2026
12th August 2026
Market volatility driven by AI and semiconductor rotationJapanese equities delivered mixed performance in July as...
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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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