Primer: Kajima Corp (1812 JP) - Sep 2025
Leading Market Position with Diversified Operations: Kajima is one of Japan's 'Big Five' general contractors, possessing a dominant position in...
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Upgrading China to Overweight; Europe Breaking Out
Upgrading China to Overweight. Europe Breaking Out. Japan Remains Attractive. All signs point to the $ACWI uptrend continuing for the foreseeable...
406 Views
Tech Supply Chain Tracker (20-Dec-2024): China leads battery materials, Posco Future M exits, Lotte eyes LFP production.
China leads battery materials market, Posco Future M may exit, Lotte to mass produce LFP batteries, Rapidus adopts EUV, Micron posts record sales...
483 Views
Japan Morning Connection: Further Sector Rotation on the Cards as Risk-Off Mood for Tech Continues
​Tech weakness in Japan likely to persist. Defense stocks may see a boost amid rising tensions. Reverse position into Typhoon-related weakness.
340 Views
EURO STOXX 50, MSCI ACWI Breaking Out; Bullish Outlook Intact; Buys in Technology, Services, & Comm
EURO $STOXX 50, MSCI $ACWI Breaking Out; Bullish Outlook Intact; Actionable Themes: Global Technology, Services, and Communications $ASML $ASMIY...
505 Views