Aiko Nakamura

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Nikkei Breaches 58,000 as NPC Opens in Beijing and Oil Markets Begin Pricing the Iran Conflict

Japan’s Nikkei 225 traded above 58,000 early this week, maintaining levels near its all-time high as multiple regional catalysts converged. China’s National People’s Congress opened on March 5, with the formal adoption of the 15th Five-Year Plan expected to set the economic framework for 2026 to 2030. The growth target of 4.5% to 5%, a…

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The Nikkei Approaches 59,000 as Japan’s Rally Matures and Early Signs of the Iran Risk Emerge

Japan’s Nikkei 225 closed at 58,850 on Friday, February 27, marking what would prove to be the index’s all-time high before external events intervened. The broader TOPIX also reached record levels, supported by a yen that remained near 158 against the dollar and by corporate earnings expectations that continue to improve. BOJ board member Hajime…

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Samsung’s $700 HBM4 Price Tag Rewrites the Memory Economics as Korean Chipmakers Approach Historic Valuations

Samsung Electronics shares climbed 5.4% to a record 190,900 won on Thursday after South Korean newspaper Chosun Ilbo reported that the company is negotiating HBM4 chip prices at approximately $700 per unit, representing a 20% to 30% premium over the previous HBM3E generation. The pricing report landed after markets reopened from a three-day Lunar New…

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Samsung Shares Hit 181,200 Won as HBM4 Mass Production Lifts the KOSPI Above 5,500

Samsung Electronics shares surged past 180,000 won for the first time on Friday, closing at 181,200 won after the company confirmed it had begun the world’s first mass production and commercial shipment of sixth-generation HBM4 memory chips. The milestone, which Bloomberg reported sent shares up as much as 7.6% on the Nextrade exchange on Thursday,…

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The Takaichi Trade Enters a New Phase as the Nikkei Reaches 57,650 and SoftBank Surges 10%

Japan’s post-election equity rally extended into its second day on Tuesday, with the Nikkei 225 climbing 2.28% to a fresh closing high of 57,650.54 and the TOPIX advancing 1.9% to a record 3,855.28. The advance was broad-based, with technology, financial, and consumer discretionary sectors all contributing, but the session’s standout performer was SoftBank Group, which…

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Nikkei Surges 3.9% to Record as Takaichi’s Landslide Victory Triggers the Biggest One-Day Gain in Months

Japanese equities exploded higher on Monday as markets digested the scale of Prime Minister Takaichi’s election victory. The Nikkei 225 jumped past 57,000 for the first time in history before paring gains to close 3.9% higher at 56,363.94. The TOPIX posted a record high at 3,783.94, up 2.3%. The LDP’s 316 seats, the most for…

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Markets Enter the Weekend with Record Highs Across Asia as Japan’s Election Outcome Appears Settled

Asian equity benchmarks closed Friday’s session at or near record levels across the board, with investors positioning for what polling data suggests will be a decisive LDP victory in Sunday’s Japanese general election. The Nikkei 225 crossed 54,000 for the first time this month and the TOPIX scaled a fresh peak, while the KOSPI consolidated…

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Japan’s Equity Markets Price In a Takaichi Supermajority as Final Pre-Election Polls Confirm LDP Dominance

A Nikkei poll published Thursday projects that Prime Minister Takaichi’s LDP-JIP coalition will capture more than 300 of the 465 lower house seats in Sunday’s election, with some estimates extending toward the 310-seat supermajority threshold. The poll confirms what equity markets have been pricing since parliament was dissolved on January 23: a decisive mandate that…

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January Closes with Asian Markets at Record Levels, but the Horizon Is Growing More Complex

Asian equity markets are closing January 2026 near or at all-time highs across most regional benchmarks, capping a month defined by record-breaking corporate announcements, landmark political events, and an acceleration of the AI-driven investment cycle that has dominated market narratives since mid-2024. The KOSPI surpassed 5,000 for the first time in January, driven by Samsung’s…

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Samsung’s HBM4 Qualification Progress Lifts Korean Semiconductor Stocks as the KOSPI Eyes 5,000

Samsung Electronics shares rose more than 5% in Seoul on Monday after multiple Korean media outlets reported that the company was set to begin official HBM4 shipments to Nvidia and AMD as early as February, having cleared final qualification tests for both customers. The news reinforced the narrative that Samsung’s semiconductor division is staging a…

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