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Swiss Bank Julius Baer stated in a report that the artificial intelligence boom may still be a key driver of Asian stock markets in the second half of the year. Analyst Richard Tang maintains an overweight rating on Japan, South Korea, and China's stock markets supported by strong earnings cycles. Japan is expected to benefit from optimistic sentiment towards the "Abenomics" and corporate governance reforms, leading to more foreign inflows. In South Korea, the stock market rally may continue due to the current shortage of memory chips. Tang believes that Chinese A-shares offer a stronger exposure to artificial intelligence compared to H-shares, and this trend is expected to continue. In the South Asian region, Julius Baer is optimistic about Singapore due to its strong currency and high market returns; while the Indian market may see a relative recovery later this year supported by rising household savings and favorable demographic trends.