The AI Debt Turn Has Begun
For most of the past three years, investors could tell themselves a comforting story about the artificial-intelligence boom. Yes, the…
Author: Kenji Takahashi
Kenji Takahashi is a senior financial journalist covering Japan, South Korea, and European equities for Equities Orbis. With over 15 years of experience analyzing cross-border capital flows and macroeconomic shifts, he provides institutional investors with actionable insights into complex global markets. Prior to joining Equities Orbis, Kenji served as a lead Asia-Pacific correspondent, building a reputation for his rigorous, data-driven approach to market reporting.
Japan’s AI Semiconductor Renaissance:The Five Stocks Positioned to Dominate the Next Cycle
The Structural Case for Japanese Equities The Japanese equity market is undergoing a historic transformation, propelled by a confluence of…