Best Outright and Pair Trades for an Ishiba-Led LDP
How to position in Japanese equities after the surprise win by Shigeru Ishiba over Sanae Takaichi in Friday's LDP election.
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Primer: JMDC (4483 JP) - May 2026
JMDC is a key player in Japan's growing healthcare big data market, possessing a vast and expanding database of anonymized medical claims data,...
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Japan Morning Connection: Markets Turning Surprisingly Risk-On Despite the Election Uncertainty
​Cummin's earnings a good read for DC-related power plays. Nintendo's miss may present a buying opportunity before new Switch announcement. JMDC...
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Japan Morning Connection: Spike in Oil Positive for Inpex and Refiners
Surge in oil may squeeze refiners with short interests. Negative for Japanese utilities yet to restart reactors. Potential upside for Seven Bank as...
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Japan Weekly | JMDC, Sanrio, Lasertec, Hakuhodo
​Global markets remain positive despite weak U.S. economic data, upcoming FOMC and Bank of Japan meetings, and rebounding oil prices due to...
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