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

🇯🇵 A clear flow shift is underway as inflows into industrial tech and materials dominate, while traditional Japanese industrial and financial sectors see the largest outflows, signaling a pivot away from Japan-centric themes. The inflow count exceeds outflows by one, but the real story is the massive $693.38 billion influx into $6471-T, underscoring renewed investor confidence in industrial innovation and machinery. This flow pattern confirms a broader rotation into sectors aligned with global industrial growth, leaving behind Japan's outdated industrial and financial cohorts which are now shedding $73.53 billion. The next test is whether the industrial tech rally sustains its momentum, with the key leader $6471-T holding above its recent breakout levels and attracting continued inflow.