In today’s briefing:
- Ohayo Japan| Pause at End of Brutal Week; JAPAN X: AI-Powered Efficiency: Toyota’s Design Revolution
Ohayo Japan| Pause at End of Brutal Week; JAPAN X: AI-Powered Efficiency: Toyota’s Design Revolution
- OVERSEAS. SPX largely unchanged after three days of Equity derisking; Higher US Rates continue to pose a concern; China Property Turmoil Prompts Govt Intervention
- JAPAN. NKY Futures +0.1% vs Cash; USDJPY 145.4; Japan’s July CPI slows to 3.1%; Govt considering tax break for Cos that lift wages; INCJ to cut Renesas stake to <10%
- JAPAN X. Efficiency and Innovation in Vehicle Design: Toyota’s New Generative AI Approach. We like this development at Toyota and see multiple long-tailed benefits.
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