Italy Investigates Microsoft Over Microsoft 365 AI Subscription Price Hike 
Super Micro Shares Slide After Taiwan Raids Over Alleged Nvidia AI Chip Smuggling Probe 
OpenAI IPO Delay Weighs on SoftBank Shares as AI Valuation Concerns Grow 
China Sets 1.25% Overnight Reverse Repo Rate Below Market Expectations 
RBA Minutes Signal Australia Central Bank Remains Ready to Raise Interest Rates if Inflation Persists 
Dollar Slips Ahead of Key U.S. Jobs Data as Fed Rate Outlook, ECB, and Iran Talks Shape Forex Markets 
Nomura Stock Upgraded to Buy by BofA as Stronger ROE and Earnings Growth Boost Outlook 
Firmus Partners With Nvidia to Deliver 170,000 AI GPUs in $30 Billion Cloud Infrastructure Deal 
Gold Price Hits Annual Low as Fed Rate Hike Bets and Sticky Inflation Weigh on Bullion 
Gold Prices Drop as Fed Rate Outlook and Iran Tensions Weigh on Market 
Trump Suspends Some Morocco Fertilizer Tariffs to Ease U.S. Supply Shortage 
Canada Grants C$7 Million to Greenland Molybdenum Mine to Strengthen Critical Minerals Supply 
US Stock Futures Steady as Investors Await Payrolls Data and Monitor Iran Tensions 
Trump Questions Housing Bill as He Prioritizes SAVE America Act 
World Bank Approves $1.1 Billion Emergency Funding for Bangladesh Amid Food and Energy Price Pressures 
Baige Online Shares Soar 333% in Hong Kong IPO Debut as AI Insurance Demand Lifts Chinese Listings 
Johns Hopkins University Lays Off 110 Employees as Federal Research Funding Declines 
Foreign investors made a dramatic return to Japanese equity markets in the week ending April 4, injecting a net 2.96 trillion yen ($18.65 billion) into Japanese stocks. This marked a sharp reversal after three consecutive weeks of heavy selling, signaling a renewed confidence in Japan's financial markets.
The turnaround came as investor sentiment improved following a ceasefire agreement between the United States and Iran, which triggered a roughly 5.39% rally in the Nikkei on Wednesday. The resolution of geopolitical tensions eased uncertainty across global markets, encouraging risk appetite among international investors looking to re-enter Asian equities.
Seasonal dynamics also played a key role in driving foreign capital back into Tokyo. According to Tomochika Kitaoka, chief equity strategist for Japan at Nomura, foreign financial institutions typically shift their Japanese stock holdings to offshore entities in March — before dividend entitlements and voting rights are locked in — then repatriate those positions in April. This cyclical pattern helped accelerate the recovery in inflows, particularly after foreigners had offloaded nearly 7.37 trillion yen worth of Japanese equities throughout March alone.
Beyond equities, rising Japanese government bond yields — climbing to levels not seen in nearly three decades — drew an additional 2.46 trillion yen in foreign investment into domestic long-term bonds last week, further underlining the growing appeal of Japanese assets.
On the other side of the trade, Japanese investors deployed approximately 1.44 trillion yen into foreign stocks, the highest single-week figure in 11 months, reflecting continued appetite for international diversification. However, they remained net sellers of foreign long-term bonds for the fourth straight week, offloading a net 2.46 trillion yen in overseas fixed-income holdings.
Overall, the data points to a meaningful shift in cross-border capital flows, with Japan re-emerging as an attractive destination for global investors seeking stability and yield.
