Tariff-resistant Japan entertainment stocks are on the rise

Anime, games and VTubers are beating the Nikkei average so far this year

20250212N Nintendo controller

More than half of Nintendo's video game software sales in April-December were digital downloads. © Reuters

KONATSU OCHI

TOKYO -- Japanese entertainment stocks in fields like anime and video games are moving up, underscoring the growth potential for companies that can export their products digitally without becoming entangled in trade wars and other geopolitical concerns.

In January, Nomura Securities began tracking Anycolor and Cover, two Japanese companies specializing in VTubers -- virtual, online entertainers that use computer-generated avatars. Both started with a "buy" rating.

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