In today’s briefing:
- Ohayo Japan | Markets Rattled by Tariff Threats and Soaring Inflation Fears
- Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan
- DeekSeek May Not Be The “Game Changer” In China Healthcare – Time to Be Rational
Ohayo Japan | Markets Rattled by Tariff Threats and Soaring Inflation Fears
- Stocks plunged Friday as trade policy uncertainty and inflation concerns rattled markets. The S&P 500 fell 2% and the Nasdaq sank 2.7%.
- Mitsui Sumitomo Insurance will spend ¥420bn to acquire a 15% stake in US insurer W.R. Berkley, gaining expertise in specialty insurance.
- SoftBank Group plans to invest around ¥1,000bn in industrial parks across the US, featuring AI-equipped factories. The parks will utilise humanoid robots and AI in production processes
Japan Morning Connection: US Defense Secretary Hegseth Reconfirming Commitment to Japan
- Tech and AI down again ahead of Trump’s tariff ‘liberation day’ on April 2.
- Wolfspeed -51% puts Renesas’s $2bn advance payment for SiC under jeopardy.
- Dead rat, anyone? Should be positive for Yoshinoya as Sukiya shutters most stores.
DeekSeek May Not Be The “Game Changer” In China Healthcare – Time to Be Rational
- Although DeepSeek’s continuous updates, iterations, and deep integration with more and more healthcare enterprises in China will bring positive market sentiment, we have seen certain limitations and even risks behind.
- Currently, AI healthcare relies heavily on government subsidies or hardware sales in China, which lacks sustainable payment scenarios and profit model. The data security/privacy/compliance issue may not be completely solve.
- For the companies that have integrated with DeepSeek, investors need to verify their afterwards financial performance and fundamentals. If it does not meet expectations, investors are recommended sell in time.
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