Primer: Kewpie Corp (2809 JP) - Aug 2026
Dominant Market Leader Facing Mature Domestic Market: Kewpie is the undisputed leader in Japan's mayonnaise and salad dressing market,...
90 Views
Japan Strategy Weekly | Positioning Caution Ahead of Tariff Risk
​Japanese equities fell for the week after reaching a milestone, trade tensions resurface before tariff deadline, Yaskawa's profit cut hints at...
559 Views
Expecting Downside Ahead; Stick With Defensives; Downgrading Taiwan to Market Weight; Risk-Off Signs
Expecting Downside Ahead $ACWI $SPX; Stick With Defensive Sectors; Downgrading Taiwan $EWT $TSM to Market Weight; Global Discretionary vs. Staples...
594 Views
Japan Bullishly Inflecting; Constructive Outlook Intact; Global Pullback Likely Over
​The MSCI $ACWI briefly fell below our $90.50 support but quickly reclaimed, suggesting a false breakdown and the likely end to this pullback in...
615 Views
Good Morning Japan |SPX Holds On..barely; Powell Testimony in Focus; NUGGET: AI & Japan Big Pharma
SPX holds on to gains ahead of Powell testimony;Â Progress on Japan-S.Korea Relation normalization; Nuclear restart support increases;Â Toyota...
495 Views