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

🇯🇵 Equity flows are shifting sharply away from Japan's industrial and financial sectors, with a massive outflow of over $85 billion from $1812-T, signaling a potential top in the region’s industrial cycle. Meanwhile, inflows into industrial tech and materials are surging, with $6471-T leading a $650 billion inflow, confirming renewed investor interest in manufacturing and automation themes. This divergence underscores a rotation from Japan’s traditional industrial conglomerates toward more innovative industrial tech and machinery firms. The next key test is whether the inflow into $6471-T sustains, which would cement the theme’s leadership and suggest broader market acceptance of industrial modernization.