# AI Stocks in Japan: Bullish but Caution Ahead

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/ai-stocks-in-japan-bullish-but-caution-ahead
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/ai-stocks-in-japan-bullish-but-caution-ahead.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-06-29T00:42:14+00:00
Episode link: https://api.fastcast.ai/audio/151c761e-7392-4add-974a-8209693a6420.mp3
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Duration seconds: 112

## Resource

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: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/c2230b5778e8b39e

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