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Nikkei 225 Surges 5% to Record 62,000+ on Iran Deal Optimism

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Japan's Nikkei 225 jumped more than 5% upon reopening after a holiday closure, blasting through 62,000 for the first time in its history. The rally was fueled by a combination of strong corporate earnings, broad gains in technology stocks, and growing optimism that the US and Iran may be moving toward a diplomatic agreement. The move followed a wider global equities rally that built during Japan's market closure.

Why it matters

A 5% single-session surge in the world's third-largest equity market signals a meaningful shift in global risk appetite — money is moving into equities as geopolitical fear fades. Investors holding Japan-exposed ETFs or international equity funds will see direct gains, while reduced Middle East tension also eases oil price pressure, benefiting energy-importing economies broadly. Tech-heavy portfolios globally tend to benefit when risk sentiment improves this sharply.

Watch next

Ongoing: US-Iran diplomatic talks — any official confirmation or breakdown of a deal will be an immediate market catalyst. Watch for Japan's next corporate earnings releases and any Bank of Japan policy commentary in the coming weeks.

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