Asia’s Nuclear Revival: Structural Upside Across the Energy Value Chain
AI-driven power demand, decarbonisation, and energy security are boosting nuclear in Asia, with Kazatomprom, Mitsubishi Heavy, and Doosan...
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Japan: The New Takaichi Trade, SELL THE RIP!
Sentiment in Japan has reversed sharply showing strains in the JPY and JGB markets. The Nikkei 225 has retraced all its gains since the election...
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Japan Morning Connection: NVDA Beats and Rises as Much as +6% After Hours Pulling Markets Higher
US using Japanese funding to build new nuclear reactors will be a positive for JSW and Hitachi. NVDA management push back on the concept of an AI...
307 Views
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...
469 Views
Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying
European Commission's ban on ZTE and Huawei benefits NEC. Law change for investments into nuclear power and electrical grids will be a positive for...
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