The Nikkei average, which has a high weighting in related stocks, is expected to rebound for the first time in 3 days following gains in U.S. semiconductor stocks. However, rising long-term interest rates globally are heightening investor caution.
In the Japanese market on the 30th, the Nikkei average is expected to rebound for the first time in 3 days against a backdrop of gains in U.S. semiconductor stocks. The market's movement amid the high weighting of related stocks will be a focus.
At the same time, rising long-term interest rates globally are heightening investor caution, with particular attention on whether the two-year bond yield will rise above 2%.
Under these conditions, the market may react sensitively to interest-rate developments in Japan and overseas and to trends in semiconductor-related stocks.