Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal
Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...
324 Views
Japan Morning Connection: Trump Lauding 'great Progress' with Japan Trade Talks.
Earnings miss from ASML and further chip restrictions to China sparked Tech and AI sell off. JP renewables likely to be impacted by Equinor’s...
482 Views
Rigaku IPO Lockup - Large PE Investors Can Still Break Even
Rigaku Holdings (268A JP) raised around US$750m in its Japan IPO in October 2024. The lockup on its pre-IPO investors is set to expire soon.
492 Views
Japan Morning Connection: Trump Pulls off One of the Greatest Ruses of All Time
Oversold Tech surging after delay on reciprocal tariffs, with SOX hitting record highs. Expect gains in oversold tech beta and strong performance...
255 Views
Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks
US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...
242 Views