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Although There Is No End in Sight to the "Iran Conflict," Japanese Stocks Are Likely to Continue to Be "TOPIX-Led" for some Time.
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While the Japanese stock market is making headlines with the TOPIX index hitting record highs for several consecutive days, the Nikkei 225 and Nasdaq appear to be heavily influenced by AI and semiconductor-related stocks. Although strong corporate earnings are supporting stock prices, concerns such as the situation in the Middle East, further interest rate hikes by the Bank of Japan, and trends in oil and exchange rates are also becoming apparen…
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