bullish

Japan Morning Connection: Tech Out, All Things EU In

437 Views06 Mar 2025 23:45
Gains for JP names with EU exposure as markets shift away from AI plays. Sanken Electric limit up on ON Semi's bid for Allegro. Daikin's heat pump business may finally have its upside catalyst.
What is covered in the Full Insight:
  • Market Overview
  • Japanese Stocks with EU Exposure
  • Tech and Semiconductor Sector Performance
  • Impact of U.S. Trade and Yield Movements
  • Germany's Economic Policies and Opportunities
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