For decades, Japan was the “forgotten” market—a land of stagnant growth and aging demographics. Everything changed in 2024. With the Nikkei 225 smashing its 1989 record and now pushing past the 55,000 level in early 2026, Japan has transitioned from a tactical hedge into a core global asset.
This session is designed for investors who have been watching the rally and wants to learn more about what’s next for Japan. We will break down the structural “triple-threat” driving this market: the Sanaenomics fiscal stimulus, the TSE’s relentless corporate governance reforms, and the historic shift of Japanese household cash into equities via the New NISA. From the “Physical AI” revolution to the banking sector’s recovery in a rising-rate environment, we provide a playbook for adding Japanese exposure to your portfolio.
Webinar outline:
- Intro to Japan’s equity market
- Japan’s market outlook for 2026
- Interesting sectors
- Why Japan is a good addition to your portfolio
- JPY Currency