Hideyuki Sano

RBC BlueBay Asset Management remains bullish on Japanese AI-related stocks, expecting the rally to extend into 2027, while trimming near-term risk ahead of a potential slowdown in July and August.

RBC BlueBay Asset Management remains bullish on Japanese AI-related stocks, expecting the rally to extend into 2027, while trimming near-term risk ahead of a potential slowdown in July and August.

Japan’s biggest public pension fund will likely ignore Finance Minister Satsuki Katayama’s call to boost domestic investment, at least in the short run, because of strict rules governing asset allocation and its public mandate.

Japan’s Topix stock index is poised for its biggest overhaul, with more than 600 companies — over a third of its constituents — likely to be gradually removed under new eligibility rules, according to analysts’ estimates.

Japan's Topix stock index is poised for its biggest overhaul, with more than 600 companies — over a third of its constituents — likely to be gradually removed under new eligibility rules, according to analysts' estimates.

Also, activist investors face tougher times in Japan.

Japan’s Government Pension Investment Fund posted a record gain in the three months ended in June as global and domestic stocks rallied, offsetting weakness from government bonds.

The Government Pension Investment Fund, one of the world’s largest, had an unprecedented ¥24.1 trillion quarterly gain, an 8.2% return, with assets totaling ¥317.76 trillion.

Japanese companies posted their largest earnings beat in five years despite soaring oil costs, fueling hopes that strong profit growth across sectors can broaden the market rally beyond AI-related trades.

(Bloomberg) -- Japanese companies posted their largest earnings beat in five years despite soaring oil costs, fueling hopes that strong profit growth across sectors can broaden the market rally beyond AI-related trades.