Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.
Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...
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Japan Morning Connection: US Markets Well off the Lows Pointing to Better Start for JP
Bullish comments from Arm should have positive for Softbank, Hegseth trip results in no demand for higher defense spending in Japan, Shiseido...
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Japan Morning Connection: Mixed Tape but Gains for Names to Benefit from a US Focused AI Industry
Softbank faces significant losses but market will focus on Stargate. Kose follows Shiseido's miss. Toray's drop seems excessive given overall...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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Japan Morning Connection: IPhone 16 Pro Orders Miss Expectations
Positive sentiment from Intel's deal with AWS and Govt. iPhone 16 Pro miss will weigh on JP component suppliers. JP Govt. designating 7&I as...
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