Japan's Nikkei 225 surged more than 4% on Thursday as investors priced in the possibility of a deal between Iran and the United States, easing some geopolitical risk. The move was further supported by gains in technology shares on Wall Street, fueling a broader risk-on mood across global markets. The rally signals how geopolitics and tech-led growth are driving equity movements, with exporters potentially benefiting if currency and energy dynamics stay favorable. However, analysts caution that the gains remain fragile and dependent on concrete diplomacy progress, inflation trends, and central-bank policy. Opinion: In my view, this rebound reflects short-term optimism driven by headlines, but sustainable upside will require durable policy progress and stronger earnings visibility. Investors should stay diversified and maintain a disciplined risk approach rather than chase headlines.
Source: Statement from @PakTVGlobal
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Published: May 6, 2026, 6:10 pm
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