Key facts
- Foreign money flowed into Japanese stocks via actively managed funds in the first half of 2026.
- This inflow reached a record $28.9 billion.
- Investors favored companies like JX Advanced Metals and Sanrio.
- Japanese companies forecast a 14% increase in net profit for the fiscal year ending March 2027.
- Growth is driven by AI and chip demand.
- Companies like Hitachi and Ibiden are expected to benefit.
Actively managed funds saw a substantial inflow of foreign capital into Japanese stocks during the first half of 2026, reaching a record $28.9 billion. Investors demonstrated a preference for companies with strong global market positions, including JX Advanced Metals and Sanrio. This influx of investment highlights a renewed confidence in the Japanese equity market.