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Equities rally and yen stabilises:  the new clothes of the "Takaichi Trade"

Equities rally and yen stabilises: the new clothes of the "Takaichi Trade"

By Valentin Grille - Comfortably in place, the conservative Prime Minister will be able to push ahead with her stimulus plan. Fueling equity markets, without necessarily upsetting the yen or debt.
Zonebourse February 18, 2026 at 10:35 am
What is happening in Japan…

What is happening in Japan…

In the world of finance, Japan is not an island cut off from the rest of the world.
Zonebourse January 28, 2026 at 11:36 am
In Japan, the Nikkei breaks through 50,000 point threshold ahead of Donald Trump's arrival

In Japan, the Nikkei breaks through 50,000 point threshold ahead of Donald Trump's arrival

President Trump is currently on a diplomatic tour of Asia. In Japan, tomorrow he will meet with the new Prime Minister Sanae Takaichi. Her arrival in power has been welcomed by the markets: the Nikkei...
Zonebourse October 27, 2025 at 03:56 pm
The Sound of Silence

The Sound of Silence

Markets may have been hanging on every syllable for a signal, but Powell offered none, leaving traders to chart their own course. In a week short on official data and long on speculation, corporate...
Zonebourse October 09, 2025 at 02:07 pm
Jensen Huang is the new Jerome Powell

Jensen Huang is the new Jerome Powell

Equity markets continue to climb, buoyed by the promise of an economic supercycle fuelled by AI and interest rate cuts. Investors are hanging on every word uttered by Nvidia CEO Jensen Huang, whose...
Zonebourse October 09, 2025 at 07:15 am
The memory of Abe propels the Nikkei

The memory of Abe propels the Nikkei

The Liberal Democratic Party elected Sanae Takaichi as its leader this weekend. She is therefore expected to succeed Shigeru Ishiba and become Japan's first female prime minister. True to Shinzo...
Zonebourse October 06, 2025 at 11:03 am
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