Japan Morning Connection: LDP and Ishin May Sign a Pact to Pave the Way for Japan's First Female PM
Tech and AI lower in the US including Oracle despite releasing positive long term guidance. May see further upside for Shiseido and Kose if...
552 Views
HONG KONG ALPHA PORTFOLIO (July 2025)
The Hong Kong Alpha portfolio outperformed its benchmark and all Hong Kong indexes in July. The portfolio achieved these results while increasing...
691 Views
Japan Morning Connection: Energy Related and Tech Strong Pointing to a Good Start for Japan
Energy related up as EU announces they will be purchasing US fuels, US pausing new restrictions on tech exports to China, Tesla's partnership with...
306 Views
Japan Morning Connection: Trumps Latest 25% Tariff Salvo on JP Unlikely to Be Final
Risk off for Tech and AI in the US. Fallout for Tesla after Musk announced forming a new political party. Samsung struggles with weak numbers due...
500 Views
Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt
US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...
402 Views