Japan

Investment volume is forecast to climb to seven trillion yen this year

Weak yen boosted the value of shipments and has been a factor supporting businesses

The region’s window for financial reform is narrowing

Tokyo provides a good model for developing supply chain resilience for critical inputs

The Topix has risen more than 67% from its April 2025 low on dollar-based returns

The expected earnings growth following capital deployments in key markets is seen as a driver

Real GDP grows 1.1%; that is slower than a revised 1.9% pace in the previous quarter and falls short of forecasts for 2% expansion

Traders see a 79% chance of a hike when the BOJ’s board meet on Sept 18

Japan Airlines said some flights may experience delays but no cancellations are expected