Japan Morning Connection: Trump Tariffs Set to Roil Markets to Start the Week
NVDA down as further tariff and export restrictions expected, NEC makes biggest move as defence comes into focus in JP, Screen and Lasertec beat...
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Japan Morning Connection: CPI to the Rescue for Risk-On Growth Style Plays
​Tech and Semi's rebounding should be positive for related JP names. Da Vinci procedures show strong numbers - what of Hinotori? JP tourist numbers...
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Japan Morning Connection: Markets Clearly Starting to Show EoY Wind Down
Tech sell off led semi-cap names after D/G to sell for AMAT, Ulta beat signals stronger US consumer spending than expected, has buy momo/sell...
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Japan Morning Connection: SPE Continues to Be Under Pressure
​Mixed signals for semi's with positive news from ASML while AMAT numbers dissapoint. EV tax credit cuts impact Tesla, Rivian, and power semi's....
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Japan Morning Connection: Market Reflects Concerns over Tomorrow's CPI Print
Profit taking ahead of CPI report, TEL shows WFE growth despite its pivot away from China, Softbank's SVF shows strong unreaslised gains on its...
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