US homebuilders outperform despite low mortgage rates, a positive for Sumitomo Forestry and Sekisui House. Shin-Etsu should see upside given its US PVC exposure. Shiseido may see a squeeze off lows.
What is covered in the Full Insight:
Overview of Market Performance
US Housing Market Trends
Tech Sector and Semiconductor Performance
Shiseido's New Product Launch
Investor Sentiment and Stock Outlook
SUMMARY
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