MARKET BIT

Details

💴 Shopping spree in Tokyo: North American investors poured about ¥835 billion (roughly $5.6 billion) into Japanese equities in the first half of the year—four times as much as a year earlier.

🔄 Risk rotation: Uncertainty over US policy and attractive valuations are driving capital from New York to Japan.

🇨🇳 China regains appeal: In an Invesco survey, 59 % of sovereign wealth funds now rank China as a priority—15 points more than in 2024.

🤖 Tech as a magnet: Inflows are landing mostly in AI, green tech, and high-end factory stocks.

Why It Matters

  • Shifting capital weights: Rising US investments in Asia weaken Wall Street’s dominance and temper the dollar’s hegemony.

  • Boost for Tokyo reforms: Sustained inflows support stock prices and make it easier for domestic firms to finance acquisitions.

  • Fresh funds for China’s innovators: Sovereign-fund billions are fueling AI and cleantech players despite ongoing geopolitical tensions.

👉🏻 Full story: Nikkei, China Daily

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