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Tokyo shares drift as exporters retreat on stronger yen

Equities in Tokyo opened Friday slightly lower as a firmer yen weighed on exporters and investors maintained a cautious stance toward risk assets.

Nikkei opens subdued
The Nikkei 225 edged down in early trade, with automotive and electronics stocks under pressure from currency movements. Domestic names offered limited support, while broader participation remained muted. Market breadth was narrow, reflecting continued uncertainty over global growth prospects.

Currency moves shape trading
The yen strengthened modestly against the dollar in early Asian trading, eroding earnings expectations for export-heavy sectors. This currency dynamic, combined with elevated energy prices, reinforced defensive positioning among investors. Attention also remained on upcoming macro indicators that could influence monetary policy expectations.

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Selective sector moves
Financials traded mixed as bond yields stabilised, while consumer stocks showed marginal gains on domestic demand optimism. Technology names remained volatile, mirroring broader regional trends. Energy-linked shares benefited modestly from higher crude prices, though gains were capped by overall risk aversion.

Near-term outlook
Tokyo markets are expected to remain headline-driven through the session, with investors balancing currency developments against external geopolitical signals. Until clearer catalysts emerge, trading is likely to stay cautious, with capital flowing toward defensive exposures.

Newshub Editorial in Asia – 20 February 2026

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