Japan Morning Connection – 18 July, 2024
​Investors shift from growth to value stocks, tech stocks fall on ASML earnings miss and US export restrictions to China, VSF surges after Essilor...
415 Views
Japan’s Semiconductor Export Controls Disrupt Global Supply Chain, Ministry Says
The export controls on certain semiconductor products proposed by the Japanese government will severely undermine the stability of the global...
248 Views
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
​Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
515 Views
Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -​Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
538 Views
Despite Record Crushing Ascent, Japanese Stocks Remain Bullish
​TSE market reforms boost profitability for Japanese firms, undervalued compared to US equities. Nikkei faces potential headwinds from stronger Yen...
392 Views