Tanaka Junpei (田中純平), Head of Investment Strategy at Pictet Japan, said the Nikkei Average is expected to rise to ¥75,000 by the end of fiscal 2026. The view presented was that the index would regain its upward trend after a temporary correction driven by concerns over excessive AI-related investment.
Tanaka Junpei (田中純平) indicated that he is closely watching the Nikkei Average's future direction, saying that it is beginning to turn higher after a significant correction. He commented on the outlook through the end of fiscal 2026.
The Nikkei Average is expected to rise to ¥75,000 by the end of March 2027. Although the market has recently undergone a significant correction amid concerns over excessive investment in the AI industry, it is expected to regain its upward trend. Earnings from hyperscalers suggest that demand in the AI industry remains firm.