JPMorgan Sees Yen Rally, Lower Yields Speeding Japan AI Recovery
The stronger yen has potential to ease upward pressure on government bond yields in Japan and in turn bring forward a recovery for Tokyo-listed AI and semiconductor shares, according to...
By Momoka Yokoyama · Bloomberg Markets
The stronger yen has potential to ease upward pressure on government bond yields in Japan and in turn bring forward a recovery for Tokyo-listed AI and semiconductor shares, according to strategists at JPMorgan Securities Japan Co.