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2026-05-25 09:52:56
[Nomura Securities: Ceasefire Expectations Rekindle Global Recovery Focus, Japanese Stocks May Rise While Bond Market Under Pressure] (1) Nomura Securities analyst Naka Matsuzawa stated that with the increasing likelihood of a ceasefire and the return to normal energy supplies, the global economic recovery scenario may regain market attention. (2) If optimism about economic growth returns, investors may reduce their holdings of overly concentrated technology stocks and instead increase their holdings of cyclical stocks. (3) The analyst also pointed out that the Japanese stock market may rise further, while the bond market will remain under pressure.
