To infinity and beyond? Life at or above 70,000 for the Nikkei

2026

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This report analyzes the Nikkei's recent surge and forecasts its trajectory, offering insights into the sustainability of its elevated levels and potential future performance.

* Provides an updated year-end forecast for the Nikkei, projecting it to range around 72,000 yen, with an upper end exceeding 74,900 yen.
* Assesses the impact of the Middle East situation on market sentiment and the likelihood of a peaceful resolution.
* Examines corporate earnings forecasts and market valuations, concluding that Japanese equities are not "priced for perfection" and have room for growth.

Tags: Nikkei, Japan Equities, Market Outlook, Middle East, Corporate Earnings

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