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Japan's AI stocks poised for growth until 2027
29 Jun
Summary
- Japan's AI exposure is a reassuring way to gain Asian supply chain upside.
- RBC BlueBay Asset Management is optimistic about Japanese AI stocks.
- The AI stock rally in Japan is expected to continue into 2027.

Japan's substantial involvement in artificial intelligence is viewed as a secure method to capitalize on the growth within Asia's supply chain. Maya Funaki, a portfolio manager based in Hong Kong, expressed this optimistic perspective.
RBC BlueBay Asset Management maintains a strong positive stance on Japanese companies involved in AI. The firm forecasts that the ongoing surge in these stocks will persist until at least 2027.
While expressing confidence in the sector's future, RBC BlueBay Asset Management is also actively managing its positions, indicating a dynamic approach to their investment strategy amidst the evolving market landscape.