China and Japan Breaking Out -- Buy; Bullish Outlook Intact; U.S. Dollar (DXY) Remains Weak
China's Shanghai Composite and Japan's TOPIX and TOPIX Small indexes Breaking Out -- Buy; Bullish Outlook Intact on global equities $ACWI; U.S....
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Japan Morning Connection: AI Binge Buying Should Continue in Japan
US gains in semiconductor and DC related should drive continued upside in Japan. Surges in wire and cable plays. HAMR rollout should boost memory...
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Japan Morning Connection: Tech Set to Rebound as Dell After-Market Print Sets Positive Tone
Tech selloff contained, Dell beats with strong outlook for AI servers, Tepco's $3.2bn upgrade plan positive for wire/cable names.
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Nippon Rietec's (1938) Gangbusters TOPIX Inclusion
On 19 February, we published an insight on the just-announced news of small cap Nippon Rietec (1938 JP)'s ascension to the TSE's First Section....
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Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
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