According to @business, strategists expect Sanae Takaichi’s pro-stimulus agenda to boost Japanese equity sentiment, with upside focus on benchmarks like Nikkei 225 and TOPIX as policy support underpins risk assets, source: @business. According to @business, strategists also say her preference for easy monetary policy could weigh on the yen, keeping upside risk in USD/JPY in focus for FX traders, source: @business. According to @business, traders can monitor headline-driven moves in Japanese stock futures alongside USD/JPY volatility, and watch BTC/JPY for spillover from yen weakness into crypto pairs, source: @business.

According to @business, the Bank of Japan has outlined a century-long plan to gradually offload its massive ETF holdings, removing a persistent overhang that had threatened the Japanese equity market. Source: @business. For traders, the source indicates the immediate supply overhang is being neutralized, implying reduced near-term selling pressure from the central bank and improved market stability for Japan-listed equities and ETFs. Source: @business. The source does not specify any direct impact on cryptocurrencies. Source: @business.

According to @business, activist investors are accelerating purchases of Japanese stocks, building on last year’s record. According to @business, governance reforms and shareholder-friendly shifts are driving the trend. According to @business, Japan has become one of the hottest markets for investor advocacy.