Japan's Stock Market Comeback Is Real; 3 ETFs to Capture It Before Wall Street Catches On

Japan’s equity rebound is gaining traction and presents a compelling diversification case for investors. The Nikkei 225 is up 15.60% year-to-date and TOPIX +8.47%, driven by corporate-governance reforms, a weak yen supporting exporters, and domestic reflation. Institutional houses like JPMorgan and Vanguard are raising return expectations for international stocks, noting a valuation discount to the U.S. The piece highlights three ETF ways to access the move: EWJ (unhedged Japan exposure), DXJ (currency-hedged Japan equity), and AIA (broader Asia exposure benefiting from semiconductor and AI supply chains). Overall the article is bullish on Japan equities and recommends ETF allocation choices based on currency outlook and desired regional exposure.