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Japanese Equity Market Sees Biggest Foreign Inflow Since 2014

Alice French, Momoka Yokoyama
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Foreign investors poured a record ¥1.78 trillion ($11.5 billion) into Japanese stocks and futures in the week ending February 13, 2026—the largest inflow since November 2014. The surge followed Prime Minister Sanae Takaichi’s election victory, which boosted market confidence in political stability and potential economic stimulus measures. Japan Exchange Group data confirmed the net buying spree, marking the highest foreign investment in over a decade amid renewed optimism about Japan’s economic outlook. Analysts attribute the inflow to expectations of increased government spending and structural reforms under Takaichi’s leadership, reversing years of cautious foreign investment. The Nikkei 225 reflected the sentiment, with heightened trading activity in Tokyo as global investors repositioned portfolios to capitalize on Japan’s perceived growth potential.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000A screen displays the Nikkei 225 Stock Average inside the Kabuto One building in Tokyo.Foreign investors bought the most Japanese stocks and futures in more than a decade in the days following Prime Minister Sanae Takaichi’s historic election win.Foreigners bought a combined net ¥1.78 trillion ($11.5 billion) in Japanese shares and index futures in the week ended Feb. 13, the largest amount since November 2014, according to data released Thursday by Japan Exchange Group. That came after Takaichi’s victory fueled expectations of political stability and more government spending.

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