Japan equity weekly (25 June 2026) EQUITY: JAPAN STRATEGY Is the international competitiveness of Japan rebounding as share prices rise? IMD World Competitiveness Ranking, growth strategy roadmap, PM Takaichi's visit to India Nikkei 225 gains take a breather: EPS and P/E levels warrant attention We set out our main scenario for Japanese equity markets of the TOPIX at 4,200 and the Nikkei 225 at 68,000 at end-2026 (with an upside scenario of 4,900 and 78,000) in our 19 June 2026 report Japanese equities inve ...