Japan Strategy Weekly | AI Winners Held Hostage to US Bond Yields
Japanese AI winners are enjoying a powerful capex boom, but their valuations are increasingly hostage to US long-term yields and Treasury policy.
109 Views
Primer: Appier Group (4180 JP) - Oct 2025
Appier is a high-growth, AI-native Software-as-a-Service (SaaS) company specializing in marketing technology, demonstrating robust revenue...
520 Views
Ohayo Japan | One More Cut
​US stocks rose after Fed rate cut, GE Vernova raises outlook, Accrete pivots to cybersecurity JV for quantum-resistant tech.
338 Views
Japan Weekly | Mixed Market but Plenty Going On
​Japanese market ends week mixed, Nikkei 225 down 2.2%. Earnings drive stock moves, Furukawa's revision stands out, THK surprises with buyback....
462 Views
Ohayo Japan| Tech Lead in Equity Rebound Amid Concerns; NUGGET: Activism-Japanese Firms Expect It !
US Big Cap Tech leads amid concerns; NKY Futures +0.7% vs Cash; USDJPY 145.5;Â Yen Weakens be beyond 145 to USD, heads to 146 on widening spreads;...
484 Views