No investment trust has been established today. [Investment Trust Establishment Schedule]

Launch Date Fund Name Management Company Investment Region Investment Asset Class -------------------------------------------------------------------------- 7/17 Listed Index Fund Tokyo Stock Exchange REIT High Dividend 30 Amorva Asset Management Domestic Real Estate Investment Trusts --------------------------------------------

Fisco JapanJul 16 07:37

Citi raises year-end S&P 500 target to 8,100 and upgrades Japanese equities to 'Overweight'

Citi published a research report noting that global equities have cumulatively risen by approximately 10% year-to-date, though gains have been concentrated in technology stocks. With geopolitical risks easing and AI-related trades becoming crowded, signs of capital rotation are emerging. Citi expects investor focus has now shifted to whether the rally will broaden into other sectors in the second half of the year. According to Citi, such broadening will depend on sustained cyclical improvement in macroeconomic conditions and earnings-per-share expectations, as well as whether the exceptional outperformance of tech stocks has temporarily run its course. Citi continues to anticipate elevated volatility related to AI over the coming quarter and maintains its medium-term 'overweight' stance on global information technology and U.S. equities. It has downgraded its rating on Japanese equities from 'underweight' to...

AASTOCKSJul 13 12:36

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.

Japan’s Finance Minister urged the $1.8 trillion Government Pension Investment Fund (GPIF) to increase its holdings of domestic assets, prompting an immediate rally in the yen and Japanese government bonds, though the trillion-dollar behemoth is unlikely to pivot significantly in the short term.

Zhitong FinanceJul 10 16:52

Whale Shift! World's Largest Pension Fund May Increase Investments in Japan, Fueling a 'Triple Rally' in Japanese Equities, Bonds, and Currency

① On Friday, Japanese Finance Minister Satsuki Katayama stated that the Japanese government would guide the world’s largest pension fund, GPIF, to significantly increase its investments in domestic financial assets; ② Katayama’s remarks drove the yen up 0.6% against the U.S. dollar on the day to 161.44, while the benchmark 10-year Japanese government bond yield fell by 10 basis points to 2.775%.

cls.cnJul 10 13:38

Kioxia could face a passive funding “tsunami” of JPY 3 trillion, as the Tokyo Stock Price Index (TOPIX) rebalancing is expected to trigger historic-scale buying.

SMBC Nikko Securities stated that Kioxia is expected to attract $18.5 billion in fund inflows during the Tokyo Stock Price Index (TOPIX) review and rebalancing.

Zhitong FinanceJul 6 17:55

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

Final data from Japan's 'Shunto' wage negotiations show that average corporate wage increases reached 5.01%, marking the first time since 1989 that wage hikes have exceeded 5% for three consecutive years. This reinforces the Bank of Japan's assessment of a virtuous cycle between wages and prices, providing critical support for continuing monetary policy normalization. Market expectations now place the probability of an interest rate hike by December at 93%.

wallstreetcnJul 4 17:13