Japan’s Nikkei 225 index climbed more than 5% on Monday, breaking through previous resistance levels to establish a new all-time high.

The sharp advance was the centerpiece of a broad-based rally across Asian equities, driven by rapidly improving global risk sentiment.

The market move followed reports that the United States and Iran have reached a peace agreement.

The diplomatic breakthrough significantly reduced fears of prolonged geopolitical instability in the Middle East, prompting investors to rotate back into risk assets.

Japanese equities, particularly export-oriented sectors, benefited disproportionately from the de-escalation, as lower geopolitical risk premiums and stabilizing energy cost expectations supported corporate earnings outlooks.

This surge marks a decisive shift from recent market caution.