Primer: Sumitomo Rubber Industries (5110 JP) - Aug 2026
Recent strategic initiatives, including the full acquisition of the Dunlop brand rights, position the company for a significant push into...
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Natural Rubber: Weather Disruption Underpins Supply Tightness, as Demand Weighs In
Weather may initiate supply tightening, but lower inventories and downstream demand determine whether tighter rubber conditions become investable.
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Japan Strategy Weekly | Oil Shock Tests a Crowded Rally
​Japanese equities fell due to record highs and Middle East tensions pushing oil prices higher, exposing vulnerability as a major energy importer.
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Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time
Oversold ​Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...
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Japan Morning Connection: Volatile Session but Pointing Higher on Potential for a Tariff Flip-Flop
​TSMC rises on news of investment in US fab capacity, Continental AG drops after earnings miss sets poor tone for JP tire makers.
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