Nikkei 225 rises 2% by June 2026 amid US-China trade optimism

The Nikkei 225 is likely to gain 2% by mid-June 2026 if the Trump-Xi meeting results in softened U.S. tariffs on Japanese exports or reduced semiconductor export restrictions. Japanese equities are sensitive to U.S.-China trade dynamics, particularly in tech and auto sectors.

Implied probability (Yes)

68%