Japan: Underweight No More?
Global Ex-USA funds have almost eliminated their decade-long Japan underweight, as rising allocations and strong inflows drive rotation towards...
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Sohn Tokyo Preview: TriVista’s Masaki Gotoh – What Traditional Stock Pickers Often Miss, and More
The inaugural Sohn Tokyo conference is coming up on Oct. 16 at the Roppongi Hills Club. One of this year’s co-hosts and speakers is Masaki Gotoh...
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Primer: Hitachi Ltd (6501 JP) - Dec 2025
Hitachi is successfully transforming from a traditional industrial conglomerate into a global leader in digital and green solutions, centered...
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Japan Morning Connection: AI Rally Faces a Correction After SOX Has Biggest Drop in 6 Years
SOX worst day in 6 years leaves Japan's AI names facing a tough open. Expect a sharp rotation back to domestic defensives and the software plays.
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Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement
Space names Axelspace, QPS, Synspective and Astroscale all sold off Friday on Blue Origin explosion but unlikely to wallow long with SpaceX IPO...
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