In today’s briefing:
- Good Morning Japan |Choppy US BUT Tech Roars Back with NVIDIA/AI Prospects; Catch up Time in Japan !
- TCM Digital Asset Fund Australia – Fund Delivers on Mandate Despite Market
Good Morning Japan |Choppy US BUT Tech Roars Back with NVIDIA/AI Prospects; Catch up Time in Japan !
- OVERSEAS. SPX +0.5% in Choppy session; Tech leads as 7/11 sectors rose in a Beta rebound; NDVIA +14% on AI/Chat GPT prospects; All eyes on Friday’s PCE Deflator print
- JAPAN. NKY Futs +0.4% vs Cash; USDJPY 135 level; Tech to lead after yesterday’s holidays; BOJ Gov designate Ueda speaks the Diet today; Analysts bullish with 11 BUY Upgrades
- DAILY NUGGET. What does Roll-Royce, +24% overnight, say about Japan’s IHI(7013) ? The rise in prospects positive for IHI.
TCM Digital Asset Fund Australia – Fund Delivers on Mandate Despite Market
- This is our fourth review of TCM DAF Australia and the second since the merger between asset management firm TCM and technology firm Trovio, to form Trovio Group.
- Following the merger, we believe the resources available to Trovio Group have substantially increased.
- This belief has been reinforced as the enhanced investment team has further reinforced risk controls and strengthened the risk and investment culture.
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