EPISODE · Apr 18, 2025 · 4 MIN
Nikkei 225 Extends Gains Amid Tariff Talks, Bullish Shift Toward Domestic Stocks Like Retail and Media| Market Commentary for April 18, 2025
from 日経225オプション裸買投資戦記 – Nikkei 225 Naked Option Warfare – VIX, Macro & Geopolitics · host Option Trader – Yaho
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 225 Extends Gains Amid Tariff Talks, Bullish Shift Toward Domestic Stocks Like Retail and Media| Market Commentary for April 18, 2025
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