(Jan 5) : Japan’s retail investors have ignored the equity rally at home and have placed their faith in overseas stocks. Meanwhile, their net buying of overseas stocks via investment trust funds has hovered near 2024’s record-high 9.4 trillion yen, indicating that retail investors continue to have a good appetite for foreign assets. That’s driven by weakening in the yen which inflates the value of overseas equities in Japanese currency terms. Still, a slowdown in the AI rally may prompt retail investors to shift their focus to domestic equities. “Selling by retail investors will probably continue.”

Source: The Edge Markets January 04, 2026 23:53 UTC