AI boom sees investors shift from Japan’s value to growth stocks (opens original article in a new tab)

Japanese equities are transitioning from value to growth stocks as AI-linked firms gain prominence, attracting global investors and altering market dynamics.

• Japanese equities are shifting from value to growth stocks due to AI-linked firms rising in market-cap rankings
• Investors are increasing exposure to Japanese growth prospects, particularly in AI infrastructure
• Kioxia Holdings became the largest company by market value, surpassing Toyota for the first time
• Price-to-earnings ratios of top Japanese firms are rising, reflecting growing investor confidence in their growth potential