Growth investors have plenty to like around the world. A powerful profit cycle is driven by the AI investment boom, which remains the largest source of earnings growth as spending keeps accelerating. The preference now leans toward higher quality companies, since rising borrowing costs are straining some heavy spenders. Japan adds another growth story, with companies delivering a long run of positive earnings surprises and forecast upgrades, supported by a growing economy, a weak yen that helps exporters and improving governance and capital allocation. Even outside technology, earnings growth is broad, with the vast majority of large companies expanding profits. The caution is price: markets are slightly expensive and AI enthusiasm concentrates risk, so growth exposure works best when it is diversified across regions and anchored in quality. 

Finsum: Growth investing around the globe works best when quality leads and diversification follows, because the best earnings stories can still stumble if prices run too far ahead.