Daiwa Securities Group, Inc.

1364

1367

1329

1306

1346

1369

Japan's equity markets are experiencing their largest foreign capital inflow since May 2013, according to BofA Global Research and EPFR data. Recent inflows have surpassed $6 billion, reversing a trend of significant outflows that peaked at nearly $12 billion weekly in early 2026. Factors driving this shift include a weaker yen, corporate governance reforms, and a global rotation away from U.S. assets. The 4-week moving average indicates a sustained trend, but future momentum will depend on the yen's trajectory and the Bank of Japan's policies.

BlackRock, Inc.

Nomura Holdings, Inc.

Mitsubishi UFJ Financial Group, Inc.

Asset Management One Co., Ltd.

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Japan stocks see biggest weekly inflow since 2013 as global investors return: BofA

1308

159866

513000

1481

1475

The Nikkei 225 Index closed down 0.7% at 59,140.23 points. The Tokyo Stock Price Index closed down 0.8% at 3,716.38 points

Wallstreetcn

Sumitomo Mitsui Trust Holdings, Inc.

ICBCCS Daiwa N225 ETF(QDII)

E Fund Amova N225 ETF(QDII)

CSOP NIKKEI225

ChinaAMC Nomura N225 ETF(QDII)

Huaan MUFG N225 ETF(QDII)

Pro Ultrshrt Yen

1321

1570

1458

1579

1568

1365

The IMF advises Japan to gradually raise interest rates while maintaining targeted fiscal support, citing resilience in the domestic economy. Ahead of the Bank of Japan's policy meeting, IMF official Krishna Srinivasan highlighted strong domestic demand and improving wage growth as key economic drivers. He emphasized a cautious approach to monetary policy adjustments, recommending data-dependent rate hikes. Fiscal measures should be carefully targeted to avoid exacerbating Japan's elevated debt levels. The upcoming BOJ meeting will address the balance between supporting growth and managing inflation amid external risks.

- A senior IMF official suggested that Japan should gradually raise interest rates while maintaining targeted fiscal support, highlighting the country's economic resilience.  
- These comments precede an upcoming Bank of Japan policy meeting where policymakers will evaluate economic headwinds and inflation pressures linked to ongoing geopolitical tensions.  
- The IMF emphasized cautious adjustments to monetary policy based on forthcoming data and recommended limited fiscal interventions to support economic growth without exacerbating the national debt.

Invezz

Rakuten Investment Management, Inc.

Simplex Financial Holdings Co., Ltd.

IMF advises Japan to tighten policy, limit broad fiscal spending

7500

The Nikkei 225 Index closed up 0.4% at 58,134.24 points. The Tokyo Stock Price Index closed up 0.4% at 3,770.33 points

Nishikawa Keisoku Co., Ltd.

1567

1569

1305

1473

1356

1457

Japan's TOPIX index rose 1% intraday

MAXIS TOPIX Risk Control (5%) ETF

MAXIS TOPIX Core30 ETF

As of the close of the morning session, the Nikkei 225 Index fell 4.6%, and the TOPIX Index fell 4.2%

The Japanese yen is in a downtrend, prompting speculation of intervention by the Bank of Japan as the USD/JPY exchange rate approaches 160. The yen's decline is attributed to geopolitical tensions, particularly the ongoing Iran war, impacting Japan's economy reliant on oil imports. Foreign investors have sold significant amounts of Japanese bonds and stocks, increasing pressure on the yen. Meanwhile, the strong US dollar, driven by inflation concerns, is contributing to the rising USD/JPY rate. Analysts predict further increases, with resistance at 161.84.

Pro Ultr Yen

ISHRS MSCI Japan

Currencyshares JPY Trust

USD/JPY forecast as Japan mulls yen intervention amid the sell-off

Japan's TOPIX extended its intraday decline to 1%

3141

3195

Nikkei 225 closed up 2.9% at 53749.62 points. The Japan's Topix index closed up 2.6% at 3650.99 points

Welcia Holdings Co., Ltd.

GENERATION PASS CO. LTD.

Daiwa Securities Group, Inc.(1367.JP)