BlueBay Sees Near-Term Risk in Japan AI Stocks Followed by Rally
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.
By Momoka Yokoyama, Hideyuki Sano · Bloomberg Markets
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.