Daiwa Securities' Hashizume (橋詰) forecasts that the Nikkei 225 will rise to ¥80,000 by the end of 2026 and target ¥83,000 by the end of March 2027. AI and semiconductor stocks have been weak recently, but their growth potential is expected to remain intact.
The Nikkei 225 is currently trading in the mid-¥60,000 range, and is expected to make another attempt at its highs.
Daiwa Securities Senior Strategist Hashizume Daisuke (橋詰 大輔) said the Nikkei 225 could rise to ¥80,000 by the end of 2026 and target a high of ¥83,000 by the end of March 2027. AI and semiconductor stocks have driven the index higher to date, but have recently continued to trade weakly. However, the view was expressed that their underlying growth potential remains unchanged.