The Nikkei 225 is expected to be around ¥65,000 at year-end 2027, while the market is likely to lack clear direction for the time being, hovering around ¥60,000 against a backdrop of continued U.S. AI investment and policy uncertainty.
The Nikkei 225 is expected to trade at around ¥65,000 at year-end 2027, according to an outlook presented by Kaneko Masahiro (金子 将大), senior fund manager at Sumitomo Mitsui DS Asset Management.
While a halt in U.S. investment in artificial intelligence (AI) appears unlikely, the view is that aggressive buying will be difficult while policy uncertainty remains.
For the time being, the Nikkei 225 is expected to lack clear direction around ¥60,000, with the possibility of a gradual recovery toward the second half of the year.