In today’s briefing:
- Ohayo Japan | Potential Relief from Auto Tariffs
- Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom
- Monday Delight: 14/04/25
Ohayo Japan | Potential Relief from Auto Tariffs
- Stocks closed higher Monday in a volatile session as tech led gains following a surprise tariff exemption from President Trump
- Automakers gained on Monday after President Trump signaled potential relief from the 25% auto tariffs, citing the need for time to shift production to the U.S.
- Sony will raise the price of the PlayStation 5 console in Europe and Australia due to increased material prices, manufacturing costs, and exchange rate fluctuations.
Japan Morning Connection: 2-Days of Gains for the US Markets, but New Curbs Loom
- Tech faded over the day on the potential for further tariffs.
- Suzuki Motor’s secondary deal was priced 5% below the last.
- Onsemi pulls the plug on its plans for ALGM, expect weakness for Sanken.
Monday Delight: 14/04/25
- Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
- Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.
- If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!
Before it’s here, it’s on Smartkarma
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