Japan’s H2 2025 Market Outlook: Navigating Uncertainty and Opportunity
H1 2025 Market Overview: Two Major Shocks The first half experienced significant market turbulence. Specifically, two major shocks impacted global markets. The “Deep Seek Shock” occurred early. China’s low-cost AI, Deep Seek, emerged. This led to a re-evaluation of generative AI stocks. Semiconductor-related stocks, in particular, saw steep declines. Next, the “Tariff Shock” hit in … Read more