Japanese stocks are seeking a rebound phase after a triple-punch decline. Expanding AI demand, the effects of economic fluctuations and ETF trends have emerged as market focal points.
The article presents the view that the stock market, led by the Nikkei 225, will move into a rebound phase after experiencing three successive stages of decline in the past, referred to as a “triple punch.” Rising demand related to AI has been cited as a contributing factor, while changes in economic conditions are being closely watched.
Overseas investors have focused on AI demand, the risk of a reversal and Japan’s fiscal position. In this context, the growing active ETF and thematic fund markets have been identified as being linked to investment trends in the Japanese market.
As part of a comparison of individual stocks, the investment appeal of Mitsubishi Corporation and GMO Payment Gateway has been highlighted. Semiconductor demand driven by growing AI demand and broader market topics have also continued to be discussed.