Flows are rotating into Industrial Tech & Materials while Japan's Industrial and Financial Cohort weakens

🇯🇵 A sharp flow shift is unfolding as inflows into industrial tech and materials surge, while Japan’s industrial and financial stocks face a massive exodus. The dominant theme now favors industrial sectors, with $6471-T leading the inflow at nearly $797 billion, confirming renewed investor appetite for manufacturing and automation plays. Meanwhile, the $1812-T theme is seeing the largest outflow, dropping over $74 billion, signaling a clear retreat from Japanese industrial and financial exposure. This divergence underscores a potential rotation away from Japan’s broader financial and industrial complex into sectors with more global growth momentum. The next key test is whether the inflow momentum into industrial tech sustains, or if the outflows from Japan’s stocks deepen further. Watch for whether the industrial theme maintains its leadership next week, or if the exodus from Japan signals a broader risk aversion that could limit the sector’s upside.