Focus on the Japanese market

Japan’s government aims to stabilize markets with a trillion-dollar 'whale'! Finance Minister urges the country’s largest pension fund to increase holdings of domestic assets, but reality remains stark.

Zhitong Finance · Jul 10 16:52

Unearthing Japan's Stock Market Stars | The 'Electronic Rice' MLCCs Spark a Price Hike Wave! Between Murata and Taiyo Yuden, Which Industry Giant Holds Greater Upside Potential?

Column · Jul 6 17:05

Japan’s 'Shunto' wage increases have exceeded 5% for the third consecutive year, bolstering the Bank of Japan’s case for raising interest rates.

wallstreetcn · Jul 4 17:13

Samsung discusses partnerships, SK Hynix expands production, and Kioxia ships NAND samples—Japanese and South Korean equities respond with a V-shaped rebound to fears of AI compute oversupply.

wallstreetcn · Jul 3 16:27

Kioxia has begun sampling its tenth-generation NAND; CEO states, "Demand remains robust—capital expenditures may increase," sending shares sharply rebounding in a deep V-shaped recovery!

wallstreetcn · Jul 3 14:37

The AI-driven super bull market enters its 'stress test' phase! As Japanese and South Korean equities and currencies diverge sharply, record-high leverage has placed AI semiconductors at the epicenter of a stock market storm.

Zhitong Finance · Jul 2 16:17

The yen breached 162, hitting a 40-year low! Japan's intervention 'red line' may shift upward to 163–165.

Zhitong Finance · Jun 30 17:47

Yen Hits 40-Year Low: Geopolitics, Rate Hikes, and Trump Pressure Corner Japan into a Policy Dilemma—Has $74 Billion in Intervention Gone Down the Drain?

wallstreetcn · Jun 30 16:53

Bank of Japan Governor speaks for the first time since illness: Further rate hikes will come at an appropriate time, as risks of inflation exceeding target persist

wallstreetcn · Jun 24 17:34

Bank of Japan: No one knows where the neutral interest rate lies.

wallstreetcn · Jun 16 20:12

Is the Bank of Japan hitting the brakes on QT? Reports suggest it may pause the reduction of bond purchases in the next fiscal year, though internal disagreements remain.

Zhitong Finance · Jun 9 18:05

Japanese equities have multiple tailwinds ahead! Goldman Sachs has raised its target for the Tokyo Stock Price Index (TOPIX) to 4,400, implying an additional 11% upside potential.

wallstreetcn · Jun 2 16:47

Is Japan's interest rate hike imminent? The OECD forecasts that rates will rise significantly to 2% by the end of next year.

cls.cn · May 13 12:57

Advantest, the leader in semiconductor testing equipment, reported a 133% surge in fiscal year profits and secured its 'first major order' in the silicon photonics field.

cls.cn · Apr 27 21:11

The Bank of Japan to Meet Tomorrow: Rate Hike Expectations Dashed, But This Marks the Start of a Dangerous Phase

wallstreetcn · Apr 27 19:55

Kazuo Ueda avoided signaling an interest rate hike, stating that 'policy responses are extremely challenging.'

Golden10 Data · Apr 17 10:31

Amid surging oil prices, the Bank of Japan considers significantly raising inflation forecasts.

wallstreetcn · Apr 15 00:22

Surge in Japanese government bond yields triggers shifts in global liquidity.

Securities Times · Apr 3 14:20

Ahead of potential Japanese government intervention, global hedge funds are aggressively positioning themselves in yen call options, intensifying the battle around the 160 threshold.

Zhitong Finance · Mar 31 14:10

Japan's top forex official issues 'final warning'; bold actions under stock, bond, and currency pressure may be imminent?

Golden10 Data · Mar 30 10:37

5.26%! Japan’s largest salary increase in 35 years is on the horizon, potentially prompting an earlier interest rate hike by the central bank.

wallstreetcn · Mar 23 21:01

Bank of Japan Governor: Surging oil prices complicate policy decisions; rate hikes will continue if economic prospects materialize.

wallstreetcn · Mar 19 15:50

Surging 95% within the year! The AI 'trend' propels Kioxia's inclusion in the Nikkei Index in April.

Zhitong Finance · Mar 5 17:27

The Governor of the Bank of Japan reiterated the continuation of interest rate hikes and emphasized that the conflict in Iran could have a significant impact on the economy.

wallstreetcn · Mar 4 15:37