Shimada Kazuaki (嶋田和昭) forecast that the Nikkei 225 would target ¥75,000 by the end of March 2027. The view is that earnings expectations for AI- and semiconductor-related stocks will support the market, which will overcome uncertainties such as interest-rate trends.
In comments by Iwai Cosmo Securities Chief Strategist Shimada Kazuaki (嶋田和昭), a forecast was presented that the Nikkei 225 would target ¥75,000 as its high by the end of March 2027. The market backdrop is reportedly an upward trend in share prices led by companies that continue to deliver strong earnings.
Shimada Kazuaki (嶋田和昭) said expectations for the earnings of AI-related and semiconductor-related stocks were expected to remain high. Corporate earnings in these sectors were cited as factors supporting the market.
The overall upward trend in share prices is expected to continue while the market absorbs uncertainties such as rising interest rates. Despite factors that could cause volatility in the market environment, the view presented was that positive factors would help drive the market higher.