Credit Suisse Maintains Overweight on Japan, Korea, and China Stocks for H2, Citing AI Momentum

According to a report by Credit Suisse, artificial intelligence trends are likely to remain a key driver for Asian equities in the second half of 2026. Analyst Richard Tang maintained overweight ratings on Japanese, Korean, and Chinese stock markets, supported by strong earnings cycles.

Japan is expected to benefit from optimism around “high-quality economy” policies and corporate governance reforms, with anticipated inflows of foreign capital. Korea’s market may extend gains amid current memory chip shortages. Tang noted that Chinese A-shares offer stronger AI exposure compared to H-shares, a trend expected to persist. Credit Suisse also favors Singapore due to currency strength and high market yields, while India may see relative recovery later this year supported by rising household savings and favorable demographics.