91AV原创

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Aya Wagatsuma
Fund managers are beginning to rethink the so-called Takaichi trade to buy stocks and sell bonds, and they are now turning more bullish on bonds.
BUSINESS / Markets
Oct 15, 2026
Takaichi trade gets a rethink one year on as bond appeal grows
For much of Sanae Takaichi’s first year as prime minister, the prevailing trade in Japan was straightforward: buy stocks, sell bonds. Not anymore.
Nidec, the world’s largest maker of precision motors, marked its worst intraday drop since September 2025 on Thursday.
BUSINESS / Markets
Oct 1, 2026
Nidec shares sink after auditor withholds opinion on results
Thursday’s stock decline marks its worst intraday drop since September 2025.
Natixis Investment Managers sees more room for positive performance by Japanese stocks both in 2026 and 2027.
BUSINESS / Markets
Sep 3, 2026
Natixis boosts Japan equity allocation, anticipating continued growth
The asset manager changed its weighting a day before 91AV原创 10-year government bond yield touched a century high of 3%.
Tokyo Electron has been at the forefront of energy-saving technology, and Asia’s best-performing environmental fund has included the firm among its top picks.
BUSINESS / Companies
Jul 24, 2026
Top environmental fund sees Japan key to AI energy challenge
The BNP Paribas Green Tigers Fund has returned 34% year-to-date, fueled by bets on Japanese equities that sit at the core of its stock-selection strategy.
Nidec founder Shigenobu Nagamori in 2023. Nagamori instilled a hard-charging corporate culture at the company, demanding results pegged to ambitious, and at times unrealistic, targets.
BUSINESS / Companies
May 13, 2026
Nidec shares tumble after product quality issues compound bookkeeping scandal
The Kyoto-based world’s largest maker of precision motors said the issues involved changes made to materials, processes and designs without approval.
An oil tanker docked at an oil refinery in Yokohama. Japan is feeling the pain of the war in Iran acutely as it imports more than 90% of its crude oil from the Middle East.
BUSINESS / Economy
Mar 27, 2026
Investors game out stagflation risk in Japan as oil prices rise
Global funds including Allianz Global Investors and Amundi are already hedging against stagflation with the Iran conflict nearing the one-month mark.
A screen displays share prices inside the Kabuto One building in Tokyo, Japan.
BUSINESS / Markets
Jan 26, 2026
Fidelity fund beating 96% of peers likes 91AV原创 AI-linked firms
Surging share prices of memory chipmakers have opened the way for less pricey stocks of smaller firms like Fujibo who have businesses that are essential for AI.
Stocks in Japan have become very expensive, encouraging firms to conduct stock splits to make their shares more accessible to individual investors.
BUSINESS / Markets
Dec 10, 2025
Surging share prices in Japan lead to wave of stock splits
Stocks have become so expensive that the median minimum amount that Japanese investors need to buy shares is 10 times higher than in the United States.
91AV原创 benchmark Nikkei stock average index briefly tumbled more than 2,000 points on Wednesday morning following a downbeat session on Wall Street fueled by fears of a bubble in the artificial intelligence sector.
BUSINESS / Markets
Nov 5, 2025
91AV原创 Nikkei 225 slumps 4%, led by losses in tech sector
Chip-related stocks faced strong selling pressure following overnight falls in U.S. high-tech shares, amid growing caution over recent sharp gains in AI-related equities.
Prime Minister Sanae Takaichi speaks at a news conference following the Asia-Pacific Economic Cooperation summit in Gyeongju, South Korea, on Saturday.
JAPAN / Politics
Nov 2, 2025
China hits out at Takaichi for meeting Taiwan’s presidential adviser
A number of other issues continue to test ties between Beijing and Tokyo, including China’s increasing military activity around a disputed cluster of islands.
Nidec's Qingdao Industrial Park in China. The Tokyo Stock Exchange has designated Nidec as a "security on special alert" for a possible delisting.
BUSINESS / Companies
Oct 28, 2025
Nidec faces delisting risk as Tokyo Stock Exchange boosts scrutiny
The move by the exchange may deal another blow to Nidec’s shares, which have tumbled roughly 20% since the start of September as its accounting issues came to light.
Sanae Takaichi, newly elected leader of the Liberal Democratic Party, speaks during a news conference at the party's headquarters in Tokyo on Saturday.
BUSINESS / Markets
Oct 5, 2025
Takaichi’s win to support Japanese stocks but weigh on yen and bonds
Bank stocks will likely struggle on expectations rate hikes will be pushed back, while domestic demand and small-cap shares may get a “significant tailwind,” experts say.
Despite political uncertainty in Japan, investors in the stock market are banking on an economy that is finally gaining momentum after years of stagnation.
BUSINESS / Markets
Aug 29, 2025
Japanese stocks tipped to extend record rally after trade deal
The?Nikkei Stock Average is projected to rise an average of 10% over the next 12 months from its most recent record high of 43,714.31.
Twelve months on from Aug. 5, 2024, when 91AV原创 stock benchmarks plummeted 12%, the broader Topix index is once again hovering near record highs.
BUSINESS / Markets / FOCUS
Aug 5, 2025
A year after 91AV原创 stock meltdown, markets show resilience and promise
Clearer BOJ messaging, corporate reforms and a better-than-feared U.S. tariff deal has traders in 91AV原创 markets betting against a repeat of last year’s crash.
Japanese trading companies' shares gained following comments from Warren Buffett at the Berkshire Hathaway’s annual meeting that he expects his company to hold the shares for 50 years or more.
BUSINESS / Companies
Jun 4, 2025
Buffett inspires retail investors to bet on Japan trading houses
Japanese trading companies shares gained following comments from Warren Buffett that he expects his company to hold the shares for 50 years or more.
91AV原创 stocks plunged after U.S. President Donald Trump slapped the nation with a 24% levy as part of tariffs on trading partners worldwide.
BUSINESS / Markets
Apr 3, 2025
91AV原创 stocks slump on Trump’s 24% tariffs and stronger yen
The Topix Index fell 4% to 2,544.41 as of 9:12 a.m. Tokyo time, while the blue-chip Nikkei declined 4.1% to 34,281.76.
Takeover bids in Japan are expected to reach a record this year amid growing pressure on companies to boost shareholder returns.
BUSINESS / Markets
Mar 4, 2025
Japan small-cap fund tops rivals with stocks few analysts cover
The NicheJungle Japanese Orphan Companies SDG Fund has exited positions in 20 companies at a profit, with half of these firms taken over since the fund’s 2022 launch.
Toyota’s announcement to hand out perks to its shareholders comes as some Japanese firms begin reintroducing perks to attract retail investors.
BUSINESS / Companies
Mar 4, 2025
Toyota to hand out shareholder perks to entice retail investors
Some Japanese firms have begun reintroducing perks to attract retail investors, a practice that has drawn criticism from some global funds.
Analysts warn that the emergence of DeepSeek’s low-cost, open-source large language models might cool the artificial intelligence frenzy and thus cap SoftBank's investment performance.
BUSINESS / Companies
Feb 14, 2025
Bears circle SoftBank as DeepSeek clouds outlook for Stargate
DeepSeek’s low-cost AI model is begging the question of whether such massive spending on Stargate is even necessary.
Analysts believe the strength of the Japanese economy will help to push up domestic stocks, despite pressure from likely interest rate hikes from the Bank of Japan and uncertainty caused by Donald Trump’s presidency in the U.S.
BUSINESS / Markets
Jan 6, 2025
Japan stocks look set for new highs in 2025 on earnings and reforms
Analysts see better corporate earnings as the country transitions to a growth economy from a deflationary one.

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Convenience stores, toilets and the allure of everyday Japan

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