Japan Morning Connection: Memory Related in Focus After Knock-Out Numbers for Micron.
Memory back in focus thanks to Micron numbers showing there is plenty of AI runway left, while Fuji Electric and Kansai Electric may see renewed...
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OIL: When a Short-Term Spike Becomes Long-Term Reality
So far, global markets remain optimistic that the damage from the war in Iran will be repaired relatively soon; however, that will change as the...
630 Views
Asia Real Estate Tracker (22-Dec-2025): GIC invests $500M in Japan residential through Samty.
GIC invested $500M in Japan's residential sector, JD and Rava's EZA Hill bought Singapore warehouses for $237M, and Australian Retirement Trust...
674 Views
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...
447 Views
Japan’s Nuclear Reset: Core Equipment Plays and Utility Options
Japan aims for 20-22% nuclear power by 2030, alongside a renewables push. Electricity demand to rise significantly by 2050, with data centers...
368 Views