Nomura upbeat on Japan equities into 2026, backs governance reforms. Is IT overweight. ...Middle East

Executives also welcomed last month’s U.S.–Japan trade framework that capped tariffs at 15%, noting the deal eased uncertainty and lifted sentiment, particularly among domestic companies. Nomura said it remains underweight in autos but overweight in the IT sector.

Underweight autos, overweight IT reflects a view that technology remains Japan’s stronger growth story.

This article was written by Eamonn Sheridan at investinglive.com.

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