An investor with more than ¥1 billion in assets discusses the risks of the Nikkei reaching 60,000 and identifies peripheral sectors as candidates for domestic-demand stocks to watch after semiconductors. In interview format, he discusses his outlook for the market and the sectors attracting his attention.
Japanese stocks have continued to swing sharply in the summer of 2026, even after reaching record highs. Against a backdrop of semiconductor stocks driving the market higher, concerns are mounting over rising interest rates and excessive AI investment. In a discussion, veteran investor DAIBOUCHOU, whose assets exceed ¥1 billion, explains how individual investors should navigate such a market environment.
DAIBOUCHOU says it is more important to find companies whose demand will remain even if the market undergoes a correction than to forecast the market's direction. Even when the Nikkei's movements are difficult to predict, he emphasizes real demand in peripheral fields as well as in the core investment themes.