Ohayo Japan | Payroll Drop Drives Fed-Cut Bets as Financials Rally and AI Stocks Lag
Stocks rise on expectations of Fed rate cut after sharp drop in ADP private payrolls; JFE Holdings invests in Bhushan Power & Steel; Fanuc...
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Japan Morning Connection: Crypto Selloff Spooks Risk Assets Although Most Recover in the PM
Some rotation into defensive sectors in response to crypto weakness. AI connectivity name Credo is surging post-mkt, setting a better mood for JP...
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Japan Morning Connection: Tech Skittish Ahead of NVDA but Memory Continues to Run
JP SPE rebound momentum likely to drop out following the shaky lead overnight. JR rails and hotel names may trade down following tensions with...
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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...
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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...
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