Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt
US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...
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Japan Morning Connection: US Markets Go Risk-On Shrugging off Earlier SMCI Weakness
SOX rallied with positive earnings from Qorvo, Western Digital, and Seagate. Japan SPE benefits from Meta's capex plans. Tokyo Electron shows less...
425 Views
MPC Meeting & 1Q25 GDP Growth for the EU and US
Technically, the SET Index is expected to move sideways, with the resistance at 1,177/1,185 points and the support at 1,157/1,151 points...
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Japan Morning Connection: SMCI Numbers Casts a Gloomy Shadow over All Things AI to Start Today
Poor SMCI numbers will reflect poorly on AI related plays, Qorvo stands out with strong outlook despite Apple uncertainty, Sony's spin off of...
437 Views
Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal
Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...
430 Views