Episode
AI Stocks in Japan: Bullish but Caution Ahead
- Published
- Jun 29, 2026
- Duration seconds
- 112
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Summary
RBC BlueBay sees AI-driven Japanese stocks soaring through 2027, but is trimming short-term bets ahead of a July-August dip. Portfolio manager Maya Funaki warns of near-term corrections due to slowing US tech spending and seasonal market shifts—but remains bullish on long-term AI growth, especially with potential US policy shifts before midterms. She’s shifting toward cheaper AI firms, underweighting big index names, and using value stocks as a hedge for a balanced, risk-aware strategy. Japan’s deep, liquid AI supply chain—spanning everything from cables to chips—gives it a unique edge over rivals like Taiwan and South Korea, making it a compelling play for global investors. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/c2230b5778e8b39e