Is the Japanese sun finally rising?

In today’s episode on 20th Feb 2026, we break down the Gaudium IVF and Women Health IPO, which opened for subscription today and closes on 24th February 2026 (Tuesday).⁠Book a FREE call with Ditto⁠ 

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It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.

Japan is full of high-quality companies, its stock market just hit a 3 ...

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ...  Show more

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.

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Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Marke ...

Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factors— including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate re ...