EWJ iShares MSCI Japan ETF Loading... : Bullish and Bearish Analyst Opinions
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23:10
Sep 01
Sep 01
LDP majority meant long Japan assets
Na eleição japonesa, Maurício antecipou que Takaichi mobilizaria eleitores jovens e mulheres e daria maioria absoluta ao LDP; montou posição comprada em bolsa e moeda japonesas, que gerou ganhos até ser atingida pelo ataque de Trump ao Irã.
MED
22:32
Sep 01
Sep 01
Japan's reflation success supports economy
Bessent says Abenomics worked, restructuring Japan's corporate sector and ending disinflation; Japan is now one of the most vibrant economies and can enjoy the benefits of its successful reflation while managing the consequences of success.
MED
15:24
Sep 01
Sep 01
Diversify into Europe, Japan, ex-tech
For diversification he would look to European, Japanese, and ex-tech exposures because the earnings story is broader than index-level tech numbers suggest.
MED
14:04
Sep 01
Sep 01
Japan benefits from Abenomics restructuring
Kudlow says Japan's Abenomics was a restructuring and reflationary program whose deregulatory and private-sector efficiency aspects worked. After more than a decade, Japan can now sit back and enjoy the benefits, implying a favorable Japanese economic and investment backdrop.
MED
11:26
Sep 01
Sep 01
Japanese stocks take JGB outflows
Japanese equities are shrugging off the JGB selloff, attracting flows as a comfortable place versus Japanese government bonds, which suffer from poor fundamentals, lack of fiscal discipline, and no plan to rein in borrowing.
MED
06:15
Aug 31
Aug 31
China competition pressures Korean/Japan AI chips.
Chinese innovation in memory and component optimization, plus U.S. moves to curb offshore access, will weigh on the perception of AI and computational power demand in Korea and Japan; incremental memory dollars may shift away from Korea.
MED
03:20
Aug 31
Aug 31
Japan macro risk worse than Korea.
Japan is the economy to worry about more than Korea: it has weak economic conditions, rising prices, and a weak yen, making it harder to raise rates. The speaker expects potential macro stress to emerge from Japan rather than from Korea's strong export-led economy.
MED
23:16
Aug 30
Aug 30
Japan faces macro stress from stagflation.
Japan is more worrying than Korea: Japan has a weak economy and rising inflation but cannot raise rates, while its currency is weak. This combination could create macroeconomic stress in Japan, whereas Korea's strong growth makes its rate hikes appropriate.
MED
16:59
Aug 29
Aug 29
Author compares Nikkei performance in gold terms to highlight real-currency equity declines.
Author compares Nikkei performance in gold terms to highlight real-currency equity declines, framing it as EM debt-crisis-type price action without a directional trade call.
12:00
Aug 29
Aug 29
Bond markets constrain UK, France, Italy, Japan
Bond markets have replaced political tolerance as the anchor and constraint for the United Kingdom, France, Italy and Japan, putting their sovereign debt under pressure.
MED
16:38
Aug 28
Aug 28
Yen rally could pressure Japanese equities.
A BOJ-driven sharp yen rally and further carry-trade unwinding could pressure Japanese equities as yen strength squeezes carry-funded positions and tightens financial conditions.
MED
15:02
Aug 28
Aug 28
Japan equities improving on shareholder returns.
Within ex-US markets, he specifically highlights Japan because he is noticing more interest in enhancing shareholder value, including share buybacks, which supports the Japanese equity opportunity set.
MED
05:56
Aug 28
Aug 28
Japan/Taiwan lead Asia; Korea lags.
Asian stocks are rising for a fourth day, led by Japan and Taiwan as lower oil prices and Nvidia's post-earnings jump help those markets. Korea is being dragged down by a rotation away from memory-chip stocks after the Nvidia rebound.
MED
20:32
Aug 26
Aug 26
Japan medium-term thesis still valid.
His medium/long-term Japan thesis remains valid; the strategy target is around 36% and even after trimming gains to 7% the stop has not been hit, so he still defends it.
MED
22:01
Aug 24
Aug 24
Non-US equities beat S&P unhedged.
She holds non-U.S. equities unhedged and favors the Pacific region, including Japan and Korea, because they have beaten the S&P this year and offer diversification away from U.S. dollar and debasement risk.
MED
00:26
Aug 24
Aug 24
Nikkei 225 gauges bond-yield stress.
Global bond-yield stress is hitting Japanese equities hard. Park suggests using Nikkei 225 as the cleanest gauge: if Nikkei 225 rebounds above 67,500, it would signal that the bond-yield-driven stress is being resolved; otherwise, the pressure remains.
MED
13:00
Aug 22
Aug 22
Weak yen benefits Japanese economy
Whalen says a weaker yen is probably good for the Japanese economy because Japan will be able to invest again in industries it was forced out of when its currency was strong.
MED
11:50
Aug 21
Aug 21
Japan gets boost from buybacks, banks
HSBC is overweight Japanese equities because of the bank story, renewed shareholder focus with buybacks and dividends, domestic fiscal spending, defense names, and idiosyncratic independent drivers; both the Nikkei and AI/tech exposure look sound.
HIGH
05:14
Aug 20
Aug 20
Stronger currencies and lagging performance favor underdogs.
Stronger Asian currencies will help the region's markets, and investors may rotate into lagging underdog markets like Japan, Hong Kong, and China as they look for better value beyond Korea and Taiwan.
MED
04:43
Aug 19
Aug 19
Diversify away from AI into other assets.
AI concentration risk is everywhere and growth rates will eventually decelerate, leading to a correction or fatigue. Investors should actively build diversification away from the AI factor by allocating to Treasuries, gold, real estate, European equities, emerging markets, and Japanese equities.
HIGH
21:07
Aug 17
Aug 17
Japanese banks and manufacturing brands hit highs.
Japanese banks and strong manufacturing brands are hitting historical highs, showing strong market resilience supported by the weak yen.
MED
12:32
Aug 17
Aug 17
Japan's Q2 GDP miss and rising 10-year JGB yields highlight currency and policy pressure.
Japan's Q2 GDP miss and rising 10-year JGB yields highlight currency and policy pressure, but the tweet is a factual macro report without a trade call.
07:02
Aug 17
Aug 17
Japan AI buildout offers niche upside.
Investors remain bullish on Japan's exposure to the AI buildout. The tech-heavy Nikkei lost about 8% in July but is still up about 30% on the year, and rather than abandoning AI, investors are rotating from overvalued names and diversifying into niche areas of AI infrastructure such as cable makers, robotics, memory and physical AI that have not had the same rally.
MED
06:06
Aug 17
Aug 17
Overweight Japanese banks amid BOJ policy normalization.
Japanese equities remain an overweight conviction call, specifically banks and financial sectors, which will become more attractive due to ongoing corporate reforms and the BOJ's monetary policy normalization.
HIGH
05:08
Aug 17
Aug 17
Overweight Japan equities in cyclical sectors.
He is overweight Japan because the broad market is well set for earnings, the global cyclical boom supports cyclicals with high operating leverage, and even if the BOJ raises rates slightly he does not expect major appreciation. Financials, industrials and materials are nicely positioned for the rest of the year and the AI theme.
HIGH
23:00
Aug 14
Aug 14
Own Japan equities, hedge the yen
The weak yen has been a boon for Japan's equity market, and Rieder says his playbook is to own Japanese equities, avoid Japanese debt, and hedge currency exposure to capture equity appreciation; he expects the trade to continue.
HIGH
16:00
Aug 14
Aug 14
Favor Japan and European manufacturing economies.
US equities are a crowded ~70% of global market cap, so excess returns require non-US exposure. Since America cannot reshore without help from Japan, Germany, and other manufacturing economies, he suggests moving US equity weight toward 50%, adding Japan around 15%, and sprinkling Germany, Poland, Hungary, and emerging markets, expecting at least inline returns with lower volatility.
MED
07:00
Aug 14
Aug 14
Japan equities rally on revived inflation.
Japan's economy is showing signs of life with inflation near the central bank's 2% target, strongest wage gains in decades, growing profits and a stock market near historic highs helped by the AI boom; the Nikkei has surged over 20% this year and animal spirits are returning.
MED
05:43
Aug 14
Aug 14
Weak yen lifts Japanese stock earnings.
A weak yen is good for the Japanese stock market because it improves corporate earnings, even as it erodes household purchasing power. The Nikkei's strength and returning inflation are supporting Japanese equities, especially amid the AI boom and renewed investor interest.
MED
21:17
Aug 13
Aug 13
The article notes 'even a modest pop in the yen can drive a 10% equity drawdown, and the 2024 unwind took the Nikkei down 27% peak to trough,' implying Japanese equities are a key casualty of any yen
The article notes 'even a modest pop in the yen can drive a 10% equity drawdown, and the 2024 unwind took the Nikkei down 27% peak to trough,' implying Japanese equities are a key casualty of any yen carry unwind.
Risk: A weaker yen or intervention could reverse the setup; EWJ returns also include currency translation effects.
About EWJ Analyst Coverage
Buzzberg tracks EWJ (iShares MSCI Japan ETF) across 49 sources. 127 bullish vs 12 bearish calls from 167 analysts. Sentiment: predominantly bullish (49%). 234 total trade ideas tracked. Past 7 days: 7 bullish, 6 watch. Latest voices: Maurício Moura, Scott Bessent, Jordan Jackson.