In today’s briefing:
- Ohayo Japan | Winning Streak Continues; A Beneficiary of EV Battery Testing
- Weekly Sustainable Investing Surveyor – Week Ended November 3, 2023
Ohayo Japan | Winning Streak Continues; A Beneficiary of EV Battery Testing
- Overseas: SPX +0.3%, Nasdaq +0.9%; Lower Treasury yields boosted mega-cap tech stocks. Datadog +28% on earnings beat
- Today: NKY Futs +0.6% v cash. JPY 150.4/$; Real wages remain weak; Yen record low vs Asian currencies
- JapanX | A Small Cap Powering the EV Revolution with Environmental Test Chambers
Weekly Sustainable Investing Surveyor – Week Ended November 3, 2023
- The WTR Sustainable Index was up by 5.8% W/W versus the S&P 500 Index (up 5.9%), the Russell 2000 Index (up 7.6%), and the Nasdaq Index (up 6.5%).
- Energy Technology (13.5% of the index) was up by 10.5%, while Industrial Climate and Ag Technology (48.7% of the index) was up 5.5%, ClimateTech Mining was down 1.3%, and Advanced Transportation Solutions was up 5.2%.
- Top 10 Performers: LILM, HLGN, LICY, PEV, ARVL, FHYD, GMGMF, HASI, TMC, GCEI