Japan Morning Connection: SPE Set to Surge
Tech/AI rebounds as markets went risk-on following consumer inflation data. Renewables in Japan to follow US names higher. SPE set to surge but...
210 Views
JAPAN: No Lifeguard on Duty, Swim at Your Own Risk
BOJ sends mixed signals on its pace of tightening as the JPY strengthens. Auto, semi and trading company sectors continue to be under pressure. A...
491 Views
Tactical Trading – Time to Sell Japan Again
Act II of the drama continues with a shift in sentiment towards bad news, as over 100 basis points of cuts are already priced in before year end.
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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...
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ECM Weekly (1st July 2024)-Aisin, Mitsui, Japan Hotel, Allied Blenders, Webtoon, Hyundai India
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
394 Views