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

🇯🇵 A dominant flow shift is underway as inflows into industrial tech and materials surge, while Japan's industrial and financial sectors see a massive outflow, signaling a potential rotation. The $6471-T theme attracted over $654B in fresh capital, dwarfing the $81.94B exit from $1812-T, which was the largest outflow and signals a sharp retreat from Japanese industrial and financial exposure. This move confirms a pivot away from Japan’s industrial and financial stocks toward sectors with stronger growth signals in industrial tech and machinery. The next key test is whether the inflows into $6471-T can sustain or accelerate, or if the outflows from Japan's sectors will trigger a broader risk-off tone. Watch for continued flow momentum in industrial themes and whether other regions follow suit.