Aequitas: PayPay Lockup Expiry - US$10.5bn Lockup Release
PayPay (PAYP US) (PP), a payments and financial services platform, raised around US$880m in its US IPO in March 2026, the lockup on its...
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Japan Morning Connection: Market Expected to Recover After Fed Announcement
Japan expected to recover this morning after Fed announcement. Japanese home builders continue to look attractive. Companies with lower China...
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Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value
Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....
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Japan Morning Connection: Expect Volatility with Retail and SPE Stocks Under Pressure
Japan's market set to open weak following US semi-related lead, heavy selling expected for retail margin favorites and SPE winners, potential...
562 Views
WEEKLY Tactical Recap: Samsung Electronics, CATL, Tokyo Electron, Advantest Corp, Bank of China, BYD
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
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