Точка Синхронізації

Global stock markets reached unprecedented heights during Asian trading sessions on Tuesday after Japan’s Nikkei 225 index surged to a new record peak following a decisive election victory by the governing conservative coalition led by Sanae Takaichi. The rally, which marks the third consecutive day of gains in Tokyo, underscores investor confidence in continued economic stability and favorable monetary policies within the world’s fourth-largest economy. This surge in Asian equities provided a significant tailwind for international markets, pushing global indices into record territory as traders reacted to the removal of political uncertainty in the region. While the broader market celebrated these gains, the energy sector faced significant headwinds as London-listed oil giant BP reported a sharp 16% slump in its annual profits. The company's financial performance was stifled by fluctuating energy prices and a cooling global demand for crude, leading management to make the strategic decision to suspend its planned share buyback program. This move signals a more cautious approach to capital allocation as the firm navigates a volatile transition in the global energy landscape and prepares for potential long-term shifts in oil consumption. The divergence between the booming Japanese equity market and the struggling European energy sector highlights the current complexity of the global economy. In Japan, the victory for Sanae Takaichi’s party is seen as a mandate for "Abenomics-style" policies, which typically favor equity growth and a weaker currency, benefiting Japanese exporters. Analysts suggest that the Nikkei's record-breaking run is reflective of a fundamental shift in capital back toward Japanese assets, which had long been undervalued compared to their Western counterparts. Conversely, BP's profit decline and the suspension of buybacks have raised concerns among income-focused investors who rely on the oil major for consistent returns. The slump represents a broader cooling in the massive windfall profits seen by energy companies over the past two years. As central banks worldwide keep a close eye on inflation and growth data, the mixed signals from record-high indexes and declining corporate earnings in the fossil fuel sector suggest a period of significant transition and rebalancing for the remainder of the fiscal year.