Why are U.S. investors pivoting to Japanese equities lately? A recent report from a major investment bank reveals a fascinating shift: American capital is flowing into Japan's tech and AI-focused stocks at an accelerating pace. The reason? Simple math. Japanese tech equities have been delivering stronger returns than their U.S. counterparts, creating an arbitrage opportunity that institutional investors can't ignore. This cross-border capital movement highlights how AI and emerging technology investments are reshaping global portfolio allocations beyond traditional Silicon Valley favorites.