July 13, 2026 03:25 AM GMT Japan Quantitative Strategy | Japan Short Term Summer Correction in the AI Rally We do not believe the medium-term AI rally has ended. However, deteriorating foreign investor flows and summer position adjustments are likely to sustain near-term reversal pressure. While we do not recommend fully exiting AI-related positions, we tactically favor domestic demand value stocks. Key Takeaways | M Downloaded by zouguanzhong@cramc.hk | Not for redistribution without written consent of Mor ...