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Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Exports /Cover Story: Chinese exporters turn toward emerging markets</li><li>China-Australia /: China and Australia resume trade talks in sign of stabilizing ties</li><li>Espionage /: China sentences Hong Kong-based U.S. citizen to life for espionage</li></ul>

Exports /Cover Story: Chinese exporters turn toward emerging marketsChina-Australia /: China and Australia resume trade talks in sign of stabilizing tiesEspionage /: China sentences Hong Kong-based U.S. citizen to life for espionage

CX Daily: Chinese Exporters Turn Toward Emerging Markets

Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX closes with gains,  Financials and Industrials lead; TSMC to cut capex - hits global SPE stocks; Samsung to (partially) abondon Google ?  </li>
<li>JAPAN. NKY Futs +0.3% vs Cash; USDJPY 134.5 as new Gov Ueda says he will stay the (dovish) course; Activists sharpen knives ahead of Japan AGM season </li>
<li>NUGGET. Nissan decouples from Renault- but at what cost ?</li>
</ul>


OVERSEAS. SPX closes with gains,  Financials and Industrials lead; TSMC to cut capex - hits global SPE stocks; Samsung to (partially) abondon Google ?  
JAPAN. NKY Futs +0.3% vs Cash; USDJPY 134.5 as new Gov Ueda says he will stay the (dovish) course; Activists sharpen knives ahead of Japan AGM season 
NUGGET. Nissan decouples from Renault- but at what cost ?


Good Morning Japan |SPX Gains; TSMC to Cut Capex; NUGGET: Nissan - Costly Decisions ?

<ul>
<li>OVERSEAS. Equity Risk-off ahead of NFP; Banks hit on default risk worries and Silvergate Collapse; Bitcoin hit hard (Silverate); Aggressive GM restructuring</li>
<li>JAPAN. NKY Futs -2.2% vs Cash; USDJPY Strengthens to 136.1 as pare risk ahead of Kuroda's final policy decision today;  MORE ACTIVIST WINS-Massive buyback from DNP;  Seven &amp; I Restructuring.</li>
<li>NUGGET. NISSAN, TAKING IT FROM ALL ANGLES. Nissan's bonds downgraded to junk this week; but its worse than you think..company faces serious headwinds.</li>
</ul>


OVERSEAS. Equity Risk-off ahead of NFP; Banks hit on default risk worries and Silvergate Collapse; Bitcoin hit hard (Silverate); Aggressive GM restructuring
JAPAN. NKY Futs -2.2% vs Cash; USDJPY Strengthens to 136.1 as pare risk ahead of Kuroda's final policy decision today;  MORE ACTIVIST WINS-Massive buyback from DNP;  Seven &amp; I Restructuring.
NUGGET. NISSAN, TAKING IT FROM ALL ANGLES. Nissan's bonds downgraded to junk this week; but its worse than you think..company faces serious headwinds.


Good Morning Japan |EQUITY SELL OFF Ahead of NFP-Banks Bear Brunt; NUGGET: Nissan - Its Worse !

<ul>
<li>OVERSEAS.  Powell Testifies. 50bp hike more likely  as inflation higher than expected. Sparks repricing in markets: US Equities hit, UST dumped, USD rises - Choas all round. </li>
<li>JAPAN.  NKY Futs -0.4% vs Cash; USDJPY weakens to 137.1 as Powell tesimony digested;  H3 failure-blow to JP space hopes; "My Number" Use expanded;  Dentsu UK M&amp;A; Many Rating D/Gs </li>
<li>NUGGET. Carbon Capture is a key part of the decarbonization mix; Expect significant spend locally and globally. We look at the opportunity and the firms likely to benefit.  </li>
</ul>


OVERSEAS.  Powell Testifies. 50bp hike more likely  as inflation higher than expected. Sparks repricing in markets: US Equities hit, UST dumped, USD rises - Choas all round. 
JAPAN.  NKY Futs -0.4% vs Cash; USDJPY weakens to 137.1 as Powell tesimony digested;  H3 failure-blow to JP space hopes; "My Number" Use expanded;  Dentsu UK M&amp;A; Many Rating D/Gs 
NUGGET. Carbon Capture is a key part of the decarbonization mix; Expect significant spend locally and globally. We look at the opportunity and the firms likely to benefit.  


Good Morning Japan |Powell Dishes Bitter Pill - Sparks Cross Market Chaos; NUGGET: CCUS Opportunity

<ul>
<li>OVERSEAS. SPX close near Feb lows as US 2Y hits 4.82%; Inflation -   Mkt sees higher for longer; AMAT disrupt ASML Monopoly? ;  GS gets thumbs down; TESLA DAY</li>
<li>JAPAN. NKY Futs flat vs Cash; USDJPY 136.2;  Toshiba Deal in Doubt; Bullish Calbee Investment Plan; Chinese Real Estate Mkt looking up: + Daikin/Toto; Broker Sell D/G: Makita, Nippon Steel</li>
<li>NUGGET:  Cyberagent - Loss Making Media business set for a turnaround. Looking discounted and the sell off since late 2021,  and given the outlook for its 3 businesses.</li>
</ul>


OVERSEAS. SPX close near Feb lows as US 2Y hits 4.82%; Inflation -   Mkt sees higher for longer; AMAT disrupt ASML Monopoly? ;  GS gets thumbs down; TESLA DAY
JAPAN. NKY Futs flat vs Cash; USDJPY 136.2;  Toshiba Deal in Doubt; Bullish Calbee Investment Plan; Chinese Real Estate Mkt looking up: + Daikin/Toto; Broker Sell D/G: Makita, Nippon Steel
NUGGET:  Cyberagent - Loss Making Media business set for a turnaround. Looking discounted and the sell off since late 2021,  and given the outlook for its 3 businesses.


Good Morning Japan |SPX: Top-Left, Bottom-Right Feb; US2YR@4.82 ; JP Baby Crisis; Nugget: CyberAgent

Japan

NISSAN MOTOR CO., LTD. manufactures and distributes automobiles and related parts. It also provides financing services. Nissan delivers a comprehensive range of products under various brands. The Company manufactures in Japan, the United States, Mexico, the United Kingdom and many other countries.

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Nissan Motor (7201 JP)

CX Daily: Chinese Exporters Turn Toward Emerging Markets

Exports /Cover Story: Chinese exporters turn toward emerging markets China-Australia /: China and Australia resume trade talks in sign of...

Caixin Global

Good Morning Japan |SPX Gains; TSMC to Cut Capex; NUGGET: Nissan - Costly Decisions ?

BOJ Governor Ueda commits to maintaining a dovish stance. Oasis' Seth Fisher plans to oppose the reappointment of Fujitec President Takao Okada as...

Mark Chadwick

Good Morning Japan |EQUITY SELL OFF Ahead of NFP-Banks Bear Brunt; NUGGET: Nissan - Its Worse !

NKY Futs -2.2% vs Cash; USDJPY Strengthens to 136.1 as pare risk ahead of Kuroda's final policy decision today; MORE ACTIVIST WINS-Massive buyback...

Mark Chadwick

Good Morning Japan |Powell Dishes Bitter Pill - Sparks Cross Market Chaos; NUGGET: CCUS Opportunity

REALITY CHECK FROM POWELL; USDJPY weakens to 137.1 as Powell tesimony digested; H3 failure-blow to JP space hopes; "My Number" Use expanded; ...

Mark Chadwick

Good Morning Japan |SPX: Top-Left, Bottom-Right Feb; [email protected] ; JP Baby Crisis; Nugget: CyberAgent

SPX closes Feb on the lows; Baby Crisis in Japan. Toshiba Deal in Doubt; Bullish Calbee Investment Plan; Chinese Real Estate Mkt looking up: +...

Mark Chadwick

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