---
title: "Japan's Nikkei is a safer place to be than Korea's Kospi for 3 reasons: Barclays"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288999450.md"
description: "Barclays' Ajay Rajadhyaksha argues that Japan's Nikkei is a safer investment than South Korea's Kospi due to Japan's improving macro backdrop. He criticizes the Kospi for its heavy reliance on a few AI-linked stocks, which has weakened risk-adjusted returns and created a 'two-man index,' making it less attractive compared to the broader Japanese market."
datetime: "2026-06-08T04:11:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288999450.md)
  - [en](https://longbridge.com/en/news/288999450.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288999450.md)
generator: "portal-rs"
---

# Japan's Nikkei is a safer place to be than Korea's Kospi for 3 reasons: Barclays

Barclays' Ajay Rajadhyaksha says Japan's improving macro backdrop makes the Nikkei a more compelling investment destination than South Korea's Kospi. He argues that Korea's heavy reliance on a handful of AI-linked stocks has weakened risk-adjusted returns, turning the market into what he describes as a "two-man index."

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**