Ohayo Japan | Bull Mkt - Nasdaq 100 Stunning +39%YTD ! NUGGET: Toyota(7203) BEV Strategy - A Defense
Strong US Close despite the spectre of inflation/Fed hikes; NKY Futs +0.7% vs Cash; USDJPY 144.3; Tokyo May Inflation print 3.2% - BOJ's next...
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Japan: Early Signs of a Potential Re-Weight
Global Equity Funds make tentative moves back in to Japan after a 5-year decline. Ownership levels remain near record lows, so potential for...
521 Views
Ohayo Japan |NUGGET: Tepco ¥9 Trillion on Decarbonization - Boon for KANDENDO
SPX up lead by Banks; NKY Futs +0.3% vs Cash; USDJPY 144.8; End of Month/Quarter; Flat NKY Today = +18.5% QTD..best Quarter in a Decade ! Big...
385 Views
Tata Technologies Pre-IPO - Peer Comparison - Middling
Tata Technologies (TATATECH IN) (TT) is looking to raise around US$600m in its upcoming India IPO. In this note, we undertake a peer comparison.
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Ohayo Japan |Hawkish Fed Pause; SPX Falters; NUGGET: The Japan Renewables(+Nuclear) Opportunity
Hawkish Fed Pause; Stocks falter; NKY Futs +0.3% vs Cash; Investors Cheer Toyotas revamped EV strategy;votes back in board; Tsuruha in Oasis's...
306 Views