Investor Katayama Akira (片山晃), whose assets are worth several tens of billions of yen, explains why he sees Japanese equities as promising over the medium to long term. At Daikin Industries, the 91-year-old honorary chairman and executive officer is said to be the de facto decision-maker, while Mebuki Financial Group President Akino Tetsuya (秋野哲也) is considering acquisitions on the scale of ¥50 billion.
According to a long interview with investor Katayama Akira (片山晃), whose assets are worth several tens of billions of yen, Japanese equities remain promising over the medium to long term even as the Nikkei average trades near record highs. Drawing on the perspective that correctly anticipated the sharp rise in semiconductor stocks in the first half of 2026, the interview explains investment ideas focused on stocks with significant upside potential.
The interview introduces the standard strategy beginners should follow, as well as the characteristics of stocks to avoid, and identifies the key to navigating the market after the semiconductor bubble along with specific companies attracting attention.
With regard to Daikin Industries, the interview points out that Inoue Reiji (井上礼之), who for many years served as the company's de facto leader and made the substantive decisions, remains involved as an executive officer, shedding light on the reality of its charismatic management style.
In a long-running series, Mebuki Financial Group President Akino Tetsuya (秋野哲也) outlines a strategy for the next phase of industry consolidation and is reported to be considering acquisitions on the scale of ¥50 billion.