The Japanese equity market became heavily concentrated in AI-related stocks from April to June this year, then fell sharply before rebounding in August. Against this backdrop, experts say the AI and semiconductor sectors will remain in focus in the second half of 2026.
From April to June this year, the market became heavily concentrated in AI-related stocks before falling sharply. The market rebounded in August, as volatility had risen.
The market is now said to be regaining stability, and experts believe investors should continue to focus on the AI and semiconductor sectors in the second half of 2026.