Japan Morning Connection: The US Expands Its Tech Reach, Looking to Aquire 10% of Lithium Americas
Quantum names continue to do well which may send Socionext even higher. Micron's numbers after hours will add upside to Ibiden. Any pullback in...
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Japan Morning Connection: Alphabet and Apple Prop the Market up as AI Cited as a Competitive Threat
Memory names continue to perform well. Intuitive surgical dropped after guidance showed impact from tarrifs. Marvell falls again after lackluster...
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Japan Defence Supercycle: Multi-Decade Tailwinds, Near-Term Catalysts
​Japan's defense industry is experiencing a renaissance with increased budget allocation, leading to opportunities for investors in national...
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Japan Morning Connection: US Liking JP and Expected EU Trade Deals, Expect Flows Back in Tech
With reversal from momentum and Ishiba's resignation, defense names may drop further. Autos may have plenty more upside despite big moves yesterday.
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Japan Morning Connection: Oil Down and Defense up as Trump Rails at Putin and Sends More Patriots
JP autos look ripe for a squeeze if better than expected tarrif outcome. Musk convinced by his humanoid robots despite setbacks. JP heavies should...
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