Japan Equities Could Continue to Outperform -- Market Talk

Dow Jones05-19 15:13

0713 GMT - Japan equities could continue to outperform their peers even with moderate yen weakness, says T. Rowe Price's Daniel Hurley in a note. A gradually weaker yen still supports earnings for exporters and multinational companies, which could boost equities overall, Hurley says. However, an uncontrolled currency decline could turn into a headwind as Japan is also dealing with imported inflation and rising input costs, driving worries about policy tightening, household purchasing power and financial stability. "The healthiest and best outcome for Japan equities would be a gradual appreciation of the yen as the Bank of Japan normalizes monetary policy," the portfolio specialist says. The biggest near-term risk would be a sharper-than-expected appreciation in the yen driven by the central bank or external political pressure on currency policy, he adds. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 19, 2026 03:13 ET (07:13 GMT)

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However, an uncontrolled currency decline could turn into a headwind as Japan is also dealing with imported inflation and rising input costs, driving worries about policy tightening, household purchasing power and financial stability. \"The healthiest and best outcome for Japan equities would be a gradual appreciation of the yen as the Bank of Japan normalizes monetary policy,\" the portfolio specialist says. The biggest near-term risk would be a sharper-than-expected appreciation in the yen driven by the central bank or external political pressure on currency policy, he adds. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 19, 2026 03:13 ET (07:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japan Equities Could Continue to Outperform -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJapan Equities Could Continue to Outperform -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-19 15:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0713 GMT - Japan equities could continue to outperform their peers even with moderate yen weakness, says T. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"YCS":"日元ETF-ProShares两倍做空","FXY":"日元ETF-CurrencyShares","HEWJ":"日本ETF汇率对冲-iShares","YCL":"ProShares Ultra Yen"},"translate_title":"日本股市可能继续跑赢大盘——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HEWJ":0.69,"YCS":0.69,"FXY":0.69,"YCL":0.69},"content_text":"0713 GMT - Japan equities could continue to outperform their peers even with moderate yen weakness, says T. Rowe Price's Daniel Hurley in a note. A gradually weaker yen still supports earnings for exporters and multinational companies, which could boost equities overall, Hurley says. However, an uncontrolled currency decline could turn into a headwind as Japan is also dealing with imported inflation and rising input costs, driving worries about policy tightening, household purchasing power and financial stability. \"The healthiest and best outcome for Japan equities would be a gradual appreciation of the yen as the Bank of Japan normalizes monetary policy,\" the portfolio specialist says. The biggest near-term risk would be a sharper-than-expected appreciation in the yen driven by the central bank or external political pressure on currency policy, he adds. 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