EWJ iShares MSCI Japan ETF Loading... : Bullish and Bearish Analyst Opinions
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05:31
Sep 11
Sep 11
SoftBank rebound can support Nikkei.
SoftBank is the second-highest weighting in the Nikkei after Tokyo Electron, so a rebound in SoftBank shares could be a supporting factor for the broader Japanese index.
MED
06:49
Sep 09
Sep 09
Japanese stocks face yen unwind risk
Japanese stocks are weakening as the yen strengthens toward 150; a further yen rise could trigger carry-trade unwinding, while higher Japanese yields may signal repatriation, creating spillover risks for global equities.
MED
00:12
Sep 09
Sep 09
Yen carry liquidation sparks sharp equity selloffs.
A sudden yen strengthening during the session triggered liquidation of yen-short and carry positions, hitting Korean stocks at the same time as the Nikkei 225 fell. Park argues this is not just noise: if the BOJ follows with successive rate hikes, these position-clearing shock waves could become larger, so yen volatility should be watched as a key risk for Korean equities.
HIGH
21:54
Sep 08
Sep 08
Europe, Japan, LatAm diversify AI risk.
Europe, Japan, and Latin America are running independently of the AI trade with lower correlation to US AI stocks, making them natural diversification candidates as volatility increases.
MED
04:20
Sep 08
Sep 08
Japan setup robust for equities.
Japan offers a robust setup because 10-year JGB yields are still low relative to nearly 5% U.S. Treasuries, corporate profitability is rising, real wages are improving, and the AI tech export sector is benefiting from strong U.S. demand, creating meaningful equity and private equity opportunities including corporate carveouts and founder businesses.
MED
09:40
Sep 07
Sep 07
GPT-6 reignites AI compute/memory trade.
OpenAI's GPT-6 can use software like a human, reigniting the case for computer processing power and memory after a lull; Korea is the cleaner positioning and Japan is also participating in the rally.
HIGH
05:23
Sep 07
Sep 07
US leads AI; Korea, Taiwan attractive.
He remains overweight U.S. equities because real AI innovation originates there, sees South Korea and Taiwan as attractive Asian AI plays, and says Japan continues to be left out because its AI innovation is not comparable yet.
MED
03:14
Sep 07
Sep 07
Author lists multiple market and semiconductor tickers with a positive tone but provides no.
Author lists multiple market and semiconductor tickers with a positive tone but provides no explicit position or forward call, just anticipation of Tuesday.
11:13
Sep 04
Sep 04
Japan structural transformation supports medium-term upside
Japan is undergoing a structural economic transformation and is doing significant things in future technologies such as AI, robotics, quantum computing, and defense tech; Roubini is reasonably optimistic medium-term that potential growth in Japan will be stronger than in the past.
MED
09:07
Sep 04
Sep 04
Japan's structural tech transformation supports growth
Roubini is reasonably optimistic on Japan over the medium term because Japan is undergoing a structural economic transformation in future technologies including AI robotics, quantum computing and defense tech. He says Japan, South Korea and Taiwan are innovating more than other Asian economies, supporting stronger Japanese potential growth.
HIGH
06:14
Sep 04
Sep 04
Japan equities positive on reforms.
Japan is attractive due to the continuing corporate reform story, evidence of more share buybacks and an economy that is reviving; yen weakness is a concern but can be hedged.
HIGH
17:44
Sep 03
Sep 03
Watch TLT, QQQ, SPY, EWJ in gold
Watch TLT, QQQ, SPY, EWJ as proxies for NDX/SPXTR/Nikkei priced in gold since 2022; the author suggests the gold-priced decline has already started but gives no explicit trade direction.
MED
12:36
Sep 03
Sep 03
GPIF domestic shift could support Japanese assets
The Government Pension Investment Fund's unusual review, prompted by the prime minister's calls to invest more domestically, could shift large Japanese pension assets toward local markets. Japanese equities have become significantly more attractive and Japanese bonds now offer income, and a government-driven allocation shift has historically been large enough to support Japanese assets and the yen.
MED
12:30
Sep 03
Sep 03
Watch Asia basket algorithmic selling.
The 2 p.m. KOSPI drop was not a domestic-only event; Japan and Taiwan moved the same way. The most likely cause was foreign algorithmic selling of a Korea-Taiwan-Japan equity basket, with local derivative arbitrage then amplifying the cash selloff. Investors should treat this as a recurring risk and monitor the Asia basket response instead of panic selling on unexplained sharp drops.
HIGH
18:03
Sep 02
Sep 02
Japan diversifies concentrated AI portfolios
Japan can be an area of strength for investors looking to diversify away from concentrated US AI exposure.
MED
12:17
Sep 02
Sep 02
Japan's reforms worked; next phase positive.
Abenomics successfully brought Japan out of disinflation and restructured the corporate sector by reducing regulation; Japan has already implemented many structural reforms, so it is now time for the next phase, Takaichinomics, supporting a positive structural view on Japan.
MED
11:26
Sep 02
Sep 02
Diversify away from concentrated AI assets.
Mainstream asset classes are increasingly concentrated in the same AI driver; investors can diversify into regional markets such as Europe and Japan, and areas like industrials, healthcare and convertible bonds, which have different drivers and less AI concentration.
MED
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
About EWJ Analyst Coverage
Buzzberg tracks EWJ (iShares MSCI Japan ETF) across 51 sources. 139 bullish vs 12 bearish calls from 178 analysts. Sentiment: predominantly bullish (50%). 252 total trade ideas tracked. Past 7 days: 4 bullish, 4 watch. Latest voices: Momoka Yokoyama, Winnie Hsu, Park Byeong-chang.