Yuzu, a game-stock investor with ¥100 million in assets, discussed a cash-management strategy for navigating volatile markets while raising the cash ratio, as well as the investment themes emerging as the new main players in 2027.
In the latter half of 2026, Japan’s stock market is reaching a turning point against a backdrop of Bank of Japan rate hikes and yen depreciation. While corporate earnings are expanding with rising prices as a tailwind, awareness is growing that simply leaving cash idle increases risk.
Yuzu, one of the subjects featured in MINKABU Premium, discussed building ¥100 million in assets through game-stock investments starting with ¥3 million in capital, and expressed the view that investors should raise their cash ratio and wait for a reliable opportunity amid volatile markets. Yuzu also stated that AI, semiconductor and memory-related companies are generating substantial profits, making it important to diversify into assets other than cash.
The article names Capcom, Bandai Namco Holdings, Nintendo and Sony Group as specific stocks, and points to the possibility that these companies could be linked to the current virtuous cycle. The Nikkei 225’s reaching the ¥70,000 range is discussed alongside the question of whether that level represents a bubble.