Recurring series
UBSJapanese Equities
Finvaulta tracks 3 editions of Japanese Equities from UBS, published between May 21, 2026 and June 18, 2026. Each edition is summarized on its own page.
Latest edition · June 18, 2026
Japanese equities en 1661776
UBS maintains an Attractive stance on Japanese equities, anticipating a broad market rally driven by AI-related growth and the recovery of lagging cyclical sectors.
UBS maintains an 'Attractive' view on Japanese equities, supported by strong earnings growth, a robust position in the AI global supply chain, and expected cyclical recoveries in sectors like financials and industrials. The report highlights potential upside from geopolitical easing and suggests that current valuation levels, with a P/E of 16.7x, remain reasonable.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Maintained an Attractive view on Japanese equities, noting a 15% year-to-date rebound in the TOPIX.
- 2.FY26 earnings growth forecast revised upward to 10% from 7% due to strong FY25 results.
- 3.Expectations for two Bank of Japan (BoJ) rate hikes within the next 12 months.
What this series covers
- Japanese equities
- Central scenario
- Upside scenario
- Downside scenario
- Global asset class preferences definitions
- Appendix
Edition archive
Series at a glance
- Editions tracked
- 3
- First edition
- May 21, 2026
- Latest edition
- June 18, 2026