Chips and Gold Outperform Japanese Equities Amid Policy Changes

Chips and gold have surpassed Japanese equities in performance, despite significant policy shifts in Japan. The Long View, institutional investor, posted on X, highlighting the trend where defensive stocks such as Apple have seen declines. This shift indicates a 'risk on' sentiment in the market, as investors move towards assets perceived as safer or more stable. The changes in Japanese policy have not deterred the upward movement of chips and gold, suggesting a strong investor confidence in these sectors.