JapanStockAlpha

朝から収益一時停止が相次いでる…？？ 最近の動向を見ると、、、 ・直近3ヶ月500万継続が必要 ・垢運用3ヶ月以上必要 上記説が飛び交ってるけどみんなどう？？

Japan’s Quiet Breakout Is No Longer Quiet Japan is not just “cheap” anymore. From March 2025 to March 2026, Japan equities broke decisively ahead of global equities on a relative-performance basis, rising from an indexed 100 to roughly 116. The key turn came after September 2025, when Japan stopped behaving like a laggard and started leading. This matters because the move was not a one-month squeeze or a simple yen story. It was a portfolio rotation: global investors reducing U.S.-heavy exposure and reallocating toward markets with reform, valuation upside, and domestic catalysts. When a market outperforms steadily for twelve months, the signal is not noise. Japan is becoming a structural allocation, not just a tactical value trade.

BREAKING: US Vice President Vance has cancelled his Switzerland trip for Iran negotiations which was intended as the start of nuclear talks, per Press pool. This follows Iran's cancellation of the same Switzerland trip and 60-day negotiation period with the US after Israel refused to withdraw from Lebanon and stop attacks, violating the MOU's first clause.