http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 12 Sep 2025 12:42:26 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html <p>Investing.com -- Bank of America analysts said Friday that Japan’s stock rally still has further upside, with earnings momentum and supportive revisions expected to drive both TOPIX and the Nikkei higher into 2025.</p> <p dir="ltr">“Japanese stocks are hitting record highs,” BofA wrote in its latest Japan Equity Strategy note. </p> <p dir="ltr">The bank said the “sharp rise in Japanese stocks [is] explainable by improved earnings forecasts,” supported by strong revisions to guidance after first-quarter results.</p> <p dir="ltr">Although “P/E multiples on Japanese stocks have risen significantly,” BofA argued they are “supported by the strong upward revisions to earnings guidance following 1Q results.” </p> <p dir="ltr">While the bank acknowledged http://www.streetinsider.com/Investing/Why+BofA+says+TOPIX+and+Nikkei+have+more+room+to+run/25328731.html Fri, 12 Sep 2025 12:42:26 -0400 CNKY CSNKY JPN KSMNKY MBTNK NKY RTSE SXRZ TCNKI TOPX TOPXC XDJP XDJPN XNJP http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html <p>Investing.com -- European domestic stocks are likely to continue outperforming their export-focused peers, according to JPMorgan strategist Mislav Matejka, who highlights rising trade uncertainty and expected U.S. dollar weakness in the second half of the year as key drivers.</p> <p dir="ltr">“So far year-to-date, domestic stocks are beating exporters in [the] Eurozone, in [the] UK, and in Japan,” Matejka said, noting the move gained momentum after March. </p> <p dir="ltr">“With likely further USD weakness in 2H, and with continued mixed trade headlines, domestic names are likely to keep leading,” added the analyst.</p> <p dir="ltr">JPMorgan continues to recommend staying long domestic baskets relative to exporters in both http://www.streetinsider.com/Investing/European+domestic+shares+seen+outperforming%3A+JPM%E2%80%99s+Matejka/24938902.html Mon, 16 Jun 2025 07:21:53 -0400 BABS CNKY CSNKY CSUKX CUKX ETLD ETSA ETSZ ETZ ETZD EXSA EXSAN FTMC HMCX HUKX HUKXN ISF ISFD ISFDN ISFN ISFU ISMIDD KSMFT KSMNKY LMVC MBTNK MEUD MEUDN MEUS MHTUF NKY PSRU STOXX STOXXR STXH SXPIEX SXRW SXRZ SYGUKJ TCNKI TFTMC TFTSE TRIUKX VUKE VUKEN VUKG XDJP XDJPN XDUK XMCX XNJP XSXE XUKS XUKX