Trump Trades and the JAPAN Market Are Like Oil and Vinegar
We pointed out that Japan's semi industry may be at risk as part of the "Trump Trade" sentiment. It turns out that Biden has already thrown...
1.5k Views
Japan Morning Connection: 7453 JP, 4307 JP, 6857 JP
US tech stocks showing weakness but on the rebound. Japanese market may see forced selling due to margin calls. Discussion of stocks with...
188 Views
Japan Morning Connection - 6857 JP, 6871 JP, 6525 JP
Meta and MSFT's AI gains boost capex and JP SPE names. Advantest's strong outlook aids Micronics. Japan lifts China export ban, but US likely to...
189 Views
Japan Morning Connection – 18 July, 2024
Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
229 Views
Japan’s Semiconductor Export Controls Disrupt Global Supply Chain, Ministry Says
The export controls on certain semiconductor products proposed by the Japanese government will severely undermine the stability of the global...
162 Views