Reported about 6 hours ago
A leading Japanese fund managed by Asset Management One Co. plans to invest in small and mid-cap stocks as their valuations become more attractive. Fund manager Tomonobu Sekiguchi noted the company's interest in stocks with strong growth potential and highlighted the fund's significant 39% return this year, driven by top holdings such as Fujikura Ltd. and Kandenko Co. While remaining engaged in AI-related investments, Sekiguchi is cautious due to high valuations and is also contemplating regional bank stocks in light of wage increases.
Source: YAHOO