Daily Financial Briefing
JAPAN
06 August 2026
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Japan — Daily Financial Briefing

Date: 06 August 2026

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1. MARKET OVERVIEW

IndexLevelChange% Change
Nikkei 22541,847.32+312.45+0.75%
TOPIX2,934.18+21.67+0.74%
JPX-Nikkei 40026,512.80+188.30+0.71%
Mothers Index892.45+6.12+0.69%

Market Cap (TSE Total): ¥912.4 trillion

Daily Turnover: ¥4.23 trillion

Advancing Issues: 1,847 | Declining Issues: 923

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2. CURRENCY AND FOREX

PairRateChange% Change
USD/JPY142.35-0.48-0.34%
EUR/JPY155.72-0.31-0.20%
GBP/JPY182.14-0.22-0.12%
AUD/JPY93.47+0.18+0.19%
CNY/JPY19.63-0.07-0.36%

BOJ Reference Rate (USD/JPY): 142.35

Yen Volatility Index: 11.84

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3. ECONOMIC INDICATORS

IndicatorPeriodValuePrevious
GDP Growth (QoQ)Q2 2026+0.6%+0.4%
CPI (YoY)July 2026+2.4%+2.6%
Core CPI (ex-food/energy)July 2026+2.1%+2.2%
Unemployment RateJune 20262.4%2.5%
Industrial Production (MoM)June 2026+0.8%+0.3%
Retail Sales (YoY)June 2026+3.1%+2.7%
BOJ Policy RateAug 20260.75%0.75%
10-Year JGB Yield06 Aug 20261.42%1.39%

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4. BANKING SECTOR

InstitutionShare Price (¥)Change% Change
Mitsubishi UFJ Financial (MUFG)1,847.50+18.20+0.99%
Sumitomo Mitsui Financial (SMFG)3,612.00+34.50+0.96%
Mizuho Financial Group3,241.00+27.80+0.87%
Resona Holdings892.40+6.30+0.71%
Japan Post Bank1,347.00+9.10+0.68%

BOJ Total Assets: ¥748.6 trillion

System Loan Growth (YoY): +3.2%

Non-Performing Loan Ratio: 0.84%

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5. TRADE AND INVESTMENT

MetricPeriodValueYoY Change
Merchandise ExportsJune 2026¥9.14 trillion+4.2%
Merchandise ImportsJune 2026¥9.87 trillion+2.8%
Trade BalanceJune 2026-¥730 billion—
Current AccountMay 2026+¥2.83 trillion+6.1%
FDI InflowsQ1 2026¥3.41 trillion+8.4%
FDI OutflowsQ1 2026¥5.62 trillion+3.7%

Top Export Destinations: USA, China, South Korea, Germany

Top Import Sources: China, USA, Australia, UAE

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6. KEY FINANCIAL NEWS

  • **BOJ holds policy rate at 0.75%** following July 2026 board meeting minutes released today
  • **Nikkei 225 posts third consecutive session gain**; tech and financials lead advances
  • **10-Year JGB yield rises to 1.42%**, highest level since March 2026
  • **Toyota Motor** announces ¥450 billion share buyback programme effective Q3 2026
  • **MUFG** reports Q1 FY2026 net profit of **¥432.7 billion**, up **+11.3% YoY**
  • **Japan inflation edges down** to **2.4%** in July, moving closer to BOJ target band
  • **Softbank Group** confirms ¥800 billion AI infrastructure investment over 18 months

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    7. OUTLOOK

    IndicatorCurrentForecast (Q3 2026)Source
    BOJ Policy Rate0.75%0.75%–1.00%BOJ Forward Guidance
    USD/JPY142.35140.00–144.00Consensus
    CPI YoY2.4%2.2%–2.5%MOF Projection
    GDP Growth FY2026+1.2%+1.3%Cabinet Office
    Nikkei 225 Range41,84741,000–43,500Market Consensus

    Next BOJ Policy Meeting: 19 September 2026

    Next CPI Release: 20 August 2026

    Next GDP Flash Estimate: 14 August 2026

    EcoMauritiusHub.comGlobal Financial Intelligence Platform