Korean investors turn to Japan on weak yen and AI boom
· Source: ajupress.com
In short
South Korean retail investors are increasingly investing in Japanese stocks, attracted by the weak yen, attractive valuations, and the expanding AI semiconductor supply chain. Despite higher interest rates, Japan offers a unique combination of resilient equities and corporate governance reforms that boost investor confidence. Japanese companies involved in the semiconductor and robotics sectors benefit from the global AI investment wave, drawing substantial Korean investment.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 40, 2026: Supply Chain AI Advances, but Data, Governance and Capacity Set the Pace
Tags: investment, semiconductors, AI, yen, Japan, supplychain