ChinaAMC Nomura N225 ETF(QDII)

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Japan Exchange Group Inc. announced that from September 2025, the Tokyo Stock Exchange will require Growth Market-listed companies to focus on high growth management. Companies must analyze growth status, assess market evaluation, and update strategies and disclosures based on investor expectations. The aim is to enhance the functionality of the Growth Market. Examples of successful initiatives have been published to guide companies.

Reuters

Japan Exchange

Japan Exchange Group Announces New Requirements for Growth Market-Listed Companies to Analyze Growth Status, Update Strategies, and Enhance Disclosures Based on Investor Expectations

Japan’s equity market is heading into 2026 with investors betting on another round of strong gains, thanks to Prime Minister Takaichi Sanae’s aggressive government spending and strict approach to AI industry oversight. The Topix index is finishing 2025 with a 23% rally, despite taking hits from trade tariffs, two Bank of Japan rate hikes, and […] source:

CoinLive

Japan stocks have a bright year ahead on Takaichi governance reform and AI regulations

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Benchmark Japanese government bond yields edged lower as the government signaled a restraint in debt issuance. The 10-year JGB yield fell to 2.035%, retreating from a 26-year peak. Prime Minister Takaichi assured market discipline in fiscal policy, likely reducing super-long securities issuance. Core consumer prices in Tokyo rose 2.3% in December, above the BOJ's target. The BOJ raised interest rates to 0.75%, with Governor Ueda noting gradual inflation acceleration. Super-long-term bonds rallied, with the 30-year yield dropping to 3.38%.

Bank of Japan

Benchmark JGB yields edge lower as government signals issuance restraint

BOJ Governor Ueda stated that Japan's inflation is nearing the 2% target, supported by tight labor markets and changing wage-price behavior. He emphasized the BOJ's readiness to raise rates as economic conditions improve, driven by structural factors like a declining working-age population. Ueda highlighted the shift in firms' wage and price-setting behavior, indicating a virtuous cycle of rising wages and prices. The BOJ plans to adjust monetary policy based on economic and inflation developments to achieve sustainable growth.

- Bank of Japan Governor Kazuo Ueda stated that Japan's underlying inflation is nearing the central bank’s 2% target due to tight labor markets and changing wage-price behaviors.  
- He highlighted the persistence of a tight labor market and structural factors like the declining working-age population as contributors to labor shortages, leading to sustained wage upward pressure.  
- Ueda indicated that the BOJ is prepared to raise interest rates further if economic conditions progress as anticipated, aiming to achieve inflation targets while fostering sustainable economic growth.

Investinglive

BOJ’s Ueda sees wages and inflation reinforcing rate-hike case

Foreign investors were net sellers of Japanese stocks for the week ending December 20, selling a net 1,234.8 billion yen worth of shares. This follows a net purchase of 214.2 billion yen the previous week. Japanese investors bought a net 103.0 billion yen of foreign bonds in the latest week, down from 355.8 billion yen the week before.

Pro Ultrshrt Yen

TABLE-Foreign investors net sellers of Japan shares for last week

Japan's coincident economic index rose to 115.9 in October 2025, indicating a moderate recovery. The index, which tracks factory output, employment, and retail sales, surpassed the flash reading and September's figure. U.S. trade policies affected the automotive sector, while private consumption improved. Business conditions were flat, with increased corporate bankruptcies and labor shortages. The Bank of Japan maintained short-term rates, the highest since 2008, continuing a pause since January.

Trading Economics

Japan Coincident Index Revised Higher

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The Asia-Pacific stock market weakened, with several ETFs falling over 2%. As of the time of writing, Southern Fund's Southern Dongying FTSE Asia Pacific Low Carbon Select ETF fell by 2.45%, E Fund's Nikko Asset Management Nikkei 225 ETF fell by 2.38%, ChinaAMC Nomura N225 ETF fell by 2.27%, and Huatai-PB Southern Dongying Singapore Exchange Pan-Southeast Asia Technology ETF fell by 2.32%