• Nikkei Continues to Rise – Bull Market Driven by Sector Rotation into Domestic Demand Stocks like Retail and Media? | Market Commentary for April 18, 2025

  • 2025/04/18
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Nikkei Continues to Rise – Bull Market Driven by Sector Rotation into Domestic Demand Stocks like Retail and Media? | Market Commentary for April 18, 2025

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  • The Nikkei 225 continues its upward trend. Investor focus remains on retail and media-related stocks, suggesting a possible sector rotation from export-oriented (external demand) to domestic demand-driven stocks. A rapid and massive capital inflow into domestic sectors could signal the arrival of a bull market centered on domestic demand, potentially aiming to reclaim the July 2024 SQ high. However, it's important to keep in mind the lingering concerns of an economic slowdown, which could weaken both external and domestic demand.

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あらすじ・解説

The Nikkei 225 continues its upward trend. Investor focus remains on retail and media-related stocks, suggesting a possible sector rotation from export-oriented (external demand) to domestic demand-driven stocks. A rapid and massive capital inflow into domestic sectors could signal the arrival of a bull market centered on domestic demand, potentially aiming to reclaim the July 2024 SQ high. However, it's important to keep in mind the lingering concerns of an economic slowdown, which could weaken both external and domestic demand.

___

I am Japanese.

English Version
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Nikkei Continues to Rise – Bull Market Driven by Sector Rotation into Domestic Demand Stocks like Retail and Media? | Market Commentary for April 18, 2025に寄せられたリスナーの声

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