iShares Cur H MSCI Japan

Netcapital

Agape ATP

Tradr 2X Long QBTS Daily ETF

Akanda

Defiance Daily Target 2X Long RGTI ETF

PicoCELA

Tradr 2X Long RGTI Daily ETF

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NewGenIvf

HEWJ

03150

JPXN

03153

Value investors think the good times are far from over for the Japanese stock market. Here are stocks and funds to invest in now.

ISHRS MSCI Japan

Pro Ultr MSCI JPron

GX JP GL LEADER

ISHRS Jpx Nikk 400

CSOP NIKKEI225

Pro Ultrshrt Yen

Japanese stocks are bargains, even after big gains

1369

2525

1346

Japan's reliance on energy imports has created a cycle of rising crude oil prices and yen depreciation. SMBC Nikko Securities strategist Makoto Noji emphasizes that direct currency intervention is Japan's only effective tool to combat inflation and yen weakness. Increased fiscal spending to mitigate fuel costs may exacerbate the yen's decline. While often seen as a temporary solution, such intervention is crucial for buying time during periods of high global oil prices.

CoinLive

Asset Management One Co., Ltd.

Japan Agricultural Cooperatives Group

Mitsubishi UFJ Financial Group, Inc.

Currencyshares JPY Trust

Pro Ultr Yen

Japan's Currency Intervention Seen as Key to Curb Inflation and Yen Weakness

SOXL

6146

9984

9501

SOXX

SFTBY

The Nikkei index in Japan rose by 1,539 points or 2.9%, closing at 55,239 points. Influenced by the oil export agreement reached between Iraq, the Kurds, and Turkey, oil prices declined, attracting investors to the market. Stocks in artificial intelligence and semiconductors performed strongly, with SoftBank and DISCO rising by 5.8% and 4.9%, respectively. Tokyo Electric Power hit the upper limit with a 16.3% increase, amid rumors that the company is considering privatization. The exchange rate of the US dollar to the Japanese yen is reported at 158.7

AASTOCKS

Direxion Semicon Bull 3X

Disco Corporation

SoftBank Group Corp.

VanEck Semiconductor ETF

Tokyo Electric Power Company Holdings, Incorporated

iShares Semiconductor ETF

SoftBank

The Nikkei index closed up 1,539 points or 2.9%, with Tokyo Electric Power hitting the limit up, leading the AI concept stocks

The finance ministers of Japan and South Korea have pledged to take measures to defend their currencies, which have depreciated against the U.S. dollar. Following their meeting in Tokyo, they emphasized the need for vigilance and agility in policy decisions to support economic growth and financial stability. The ministers expressed concerns over the rapid decline of the Korean won and Japanese yen, exacerbated by geopolitical tensions. They committed to monitoring foreign exchange markets and addressing excessive volatility in exchange rates.

businessinsider

Wtree Jpn Hdg Eq

ISHRS MSCI S Korea Capped

Japan, South Korea vow to fight forex volatility

03097

Japan's Finance Minister Seiko Katayama warned that high oil prices are impacting financial markets and household costs, signaling readiness to act in foreign exchange markets as USD/JPY approaches intervention levels near 160. She emphasized the government's commitment to mitigate the economic impact of rising energy costs, which directly affect daily life. Katayama noted Japan's sensitivity to crude price spikes due to its reliance on energy imports and stated that Tokyo is in close contact with U.S. authorities regarding FX developments, indicating a strong willingness to respond to market volatility.

Investinglive

iShares US Oil & Gas Expl & Prod

F GX OIL

SPDR Energy Select

ISHRS S&P Glb Engy

United States Oil Fund LP

Us Brent Oil

Pro K1 Free Crude Oil

Japan warns on oil price impact, signals FX action as USD/JPY nears 160

1329

As of early 2026, the Japanese yen continues to decline despite the Bank of Japan's rate hikes, revealing deep structural contradictions in Japan's economy. The mismatch between monetary tightening and fiscal stimulus raises concerns about market confidence and the yen's status as a safe-haven asset. The yen's appeal is diminishing due to a wide interest rate differential with the U.S., weak economic fundamentals, and a shift to trade deficits. Additionally, inflation driven by rising import costs is eroding purchasing power, complicating Japan's efforts to achieve sustainable economic growth.

TradingKey

BlackRock, Inc.

Why the Yen Falls Further the More It Is Rescued: The Answer Lies in Japan’s Own Structural Contradictions

USDU

The Japanese yen weakened as USD/JPY rose above ¥153 following Japan's GDP growth of just 0.1% in Q4, narrowly avoiding a recession. Economists had anticipated a stronger rebound of 0.4%. The Bank of Japan maintains a supportive policy outlook, with inflation cooling to 2.1%. Analysts expect a potential rate hike in spring, but the soft GDP data complicates this. The dollar remains strong due to favorable yield differentials, as US rates are elevated compared to Japan's cautious approach, keeping the yen under pressure.

TradingView

Invesco DB US Dollar Index Bullish Fund

Wtree Bbg Usd Bull

USD/JPY: Dollar Pops Above ¥153 After Japan’s Economy Barely Avoids Recession Dive

The USD/JPY pair is experiencing a decline following Japan's snap election, with traders cautious amid intervention risks. Prime Minister Takaichi's strong mandate is expected to influence fiscal plans, yet the market is currently favoring sellers. A weaker dollar and declining US Treasury yields contribute to this trend, with the pair poised for a third consecutive daily drop. Key levels to watch include the end-January low near 152.10-15, with potential for further retracement towards 150.00. Despite current profit-taking, analysts anticipate a future rise towards 160.00 before potential intervention.

USD/JPY continues to unwind the run up from before the Japan snap election

While currency traders remain on high alert for possible intervention by the Japanese government, the yen could soften further, said SMBC Nikko Securities.

Yen likely to remain weak despite intervention jitters

iShares Cur H MSCI Japan(HEWJ.US)