ISHRS Jpx Nikk 400

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.

iShares Cur H MSCI Japan

ISHRS MSCI Japan

Pro Ultr MSCI JPron

GX JP GL LEADER

CSOP NIKKEI225

Pro Ultrshrt Yen

Japanese stocks are bargains, even after big gains

1369

1346

2525

Japan's exports rose 11.7% year-on-year in March, surpassing forecasts, while imports increased by 10.9%, leading to a smaller trade surplus of ¥667 billion. Strong demand from China and modest growth in the US supported exports, but rising energy costs and supply disruptions pose risks. The Bank of Japan is expected to maintain its interest rates but with a tightening bias as it balances growth with inflationary pressures from higher energy prices and a weaker yen.

- In March, Japan's exports rose by 11.7% year-on-year, surpassing expectations for the seventh consecutive month, driven by strong demand, particularly from China.  
- Imports also increased by 10.9%, leading to a trade surplus of 667 billion yen, significantly below the anticipated 1.1 trillion yen due to rising energy costs and supply chain disruptions.  
- Despite robust export growth, risks from higher energy prices and a weak yen pose inflationary pressures, prompting the Bank of Japan to likely maintain its interest rates while navigating the balance between growth and inflation management.

Investinglive

Asset Management One Co., Ltd.

Mitsubishi UFJ Financial Group, Inc.

Currencyshares JPY Trust

Wtree Jpn Hdg Eq

Japan Agricultural Cooperatives Group

Japan exports beat but rising import costs squeeze trade surplus

The Bank of Japan (BOJ) is expected to maintain interest rates at 0.75% during its upcoming meeting, amid challenges posed by a weakening yen and rising oil prices due to geopolitical tensions. Governor Kazuo Ueda faces a communication challenge as market expectations shift from a potential rate hike to a focus on policy signals. The yen's depreciation and inflationary pressures complicate the BOJ's decision-making, with analysts predicting a possible increase in the price outlook. Consumer sentiment has declined significantly, raising concerns about future demand.

- The Bank of Japan (BOJ) is expected to maintain interest rates at 0.75% during its meeting on April 28, amidst ongoing concerns over a weakening yen and global economic uncertainties influenced by geopolitical tensions.  
- Key considerations include communication strategies to convey the BOJ’s commitment to combating yen depreciation, as previous comments by the governor have led to market volatility.  
- Despite a recent increase in inflation and consumer confidence setbacks, policymakers are weighing the impact of rising energy prices on economic growth and potential future rate adjustments.

Businesstimes News

Pro Ultr Yen

Nomura Holdings, Inc.

Nomura

Shinsei Bank, Limited

BOJ seen holding rates in messaging risk for Ueda as yen teeters

513520

Foreign investors net bought Japanese stocks worth -444.81 billion yen in the week ended March 27, compared to -250.97 billion yen in the previous week

Wallstreetcn

Ultrshrt MSCI Jpn Pro

ChinaAMC Nomura N225 ETF(QDII)

8306

MUFG

Japanese stocks hit a new high in the morning session, supported by the rise in U.S. stocks and the depreciation of the yen, with foreign capital buying index futures pushing the market higher. The Nikkei average opened up 412 points, reaching a high of 59,332 points, but experienced a pullback in the afternoon, ultimately closing up 170 points or 0.3%, at 58,753 points. Bank stocks performed strongly, with Mitsubishi UFJ Financial and Sumitomo Mitsui Financial rising 3.3% and 3.4%, respectively

AASTOCKS

Mitsubishi UFJ Financial

Asian Stocks: Japanese stocks rose by 170 points or 0.3%, briefly declined after hitting a peak, and bank stocks reached new highs

600547

GOLD

600489

Nine out of ten investment ideas from Henry Neville, a portfolio manager at Man Group, outperformed over the past year, achieving a compound annual growth rate of 52%. His successful themes included gold, nuclear energy, and Japanese equities. However, he warns that valuations for some themes, particularly Japan and gold, have become expensive. Neville is considering adding industrial metals and cybersecurity to his portfolio, as both sectors show potential for growth. Meanwhile, U.S. stock-index futures are lower, and Netflix shares are rising after abandoning its bid for Warner Bros. Discovery.

Dow Jones

SD-GOLD

Gold.com

ZHONGJIN GOLD

Direxion Daily Gold Miners Bear 2X

iShares MSCI Global Gold Miners

VanEck Gold Miners ETF

SPDR Gold Shares

T-REX 2X Long NFLX Daily Target ETF

VanEck Junior Gold Miners ETF

Franklin FTSE Japan

EFUND GOLD MI ETF

Roundhill NFLX WeeklyPay ETF

First Trust Nasdaq Cybersecurity

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Sprott GLD Miners Etf

EFUND GOLD MI-U

iShares Cybersecurity and Tech ETF

Sprott JR Gold Miners ETF

EFUND GOLD MI-R

ChinaAMC Gold ETF

iShares Gold Trust

YieldMax Gold Miners Opt Inc Strgy ETF

Global X Cybersecurity ETF

Direxion Daily NFLX Bull 2X Shares

Nine out of 10 bets this fund manager made outperformed over the past year. Here's his next two plays.

ING economists predict positive economic momentum for Japan in early 2026, despite lower-than-expected GDP growth in Q4. They anticipate a strong rebound in industrial production and retail sales in January, fueled by fiscal stimulus and winter bonuses. Consumer inflation in Tokyo may slow due to lower energy and food prices, with core inflation expected to drop below 2%. This trend allows the Bank of Japan to maintain its interest rate at 0.75% during the March meeting.

CoinLive

BlackRock, Inc.

ING Predicts Positive Economic Momentum for Japan in Early 2026

1329

The yen rebounded modestly after weaker-than-expected Japan’s gross domestic product data triggered selling on Monday.

Yen stronger; further gains may rest on Takaichi’s econ steps

ISHRS Jpx Nikk 400(JPXN.US)

Japanese stocks are bargains, even after big gains

Japan exports beat but rising import costs squeeze trade surplus

BOJ seen holding rates in messaging risk for Ueda as yen teeters

Foreign investors net bought Japanese stocks worth -444.81 billion yen in the week ended March 27, compared to -250.97 billion yen in the previous week

Asian Stocks: Japanese stocks rose by 170 points or 0.3%, briefly declined after hitting a peak, and bank stocks reached new highs