Good Morning Japan |VICTORY Declared as Bailouts Rule; NUGGET: ORIX-Riding the Zero-Carbon MegaTrend
Expect Japan Equities to start the road to recovery with macro fears subsiding; Japan-Korea move fwd on trade/security. NUGGET: Orix - as a...
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Smartkarma Originals
Kishida as Prime Minister: The Path Ahead
In this original, we have discussed some of the key aspects highlighted in Kishida’s policy statements along with the current status of these...
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JSR (4185 JP): Inpria Acquisition Lays Out 10-Year Photoresist Roadmap
The acquisition of Inpria gives JSR a technological advantage that should drive sales and profit growth for the next several years as the...
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Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
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🇯🇵 JAPAN • Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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