Nikkei 225 Continues Rally on BOJ's Sustained Easing Stance — Tech Stocks Lead

"On February 4, the Japanese market saw concerns over premature rate hikes recede as BOJ Governor Ueda reaffirmed the intention to maintain accommodative financial conditions for the time being. In response, the Nikkei 225 rebounded significantly, recovering to the psychological level of 39,000 yen. The weakening yen, in particular, acted as a tailwind for export-related stocks, notably major stocks like Toyota Motor and Tokyo Electron. The Japanese economy in 2026 is expected to see a virtuous cycle of wage growth and moderate inflation, with continued capital inflows from foreign investors."