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On September 9th, strategists at JPMorgan Securities Japan stated that a stronger yen could alleviate upward pressure on Japanese government bond yields, potentially driving an early recovery in AI and semiconductor sectors listed in Tokyo. Strategists including Rie Nishihara noted in a report that the recently underperforming real estate sector might also benefit. However, industries such as transportation, logistics, and automobiles are facing negative impacts on profits due to yen appreciation. Additionally, JPMorgan's optimistic outlook for Tokyo's AI and semiconductor sectors contrasts with the views of Saxo Bank. Saxo strategist Charu Chanana previously mentioned that a yen rebound could trigger the unwinding of some crowded and leveraged positions.
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