AI’s Power Bottleneck Becomes a Grid Opportunity
Exponential AI workload growth causing global data center power crunch, Asia hit hardest; Japanese firms stepping in to support hyperscale AI...
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Global Equity Strategy: Overhead Resistance Looms
The broad global indexes (MSCI ACWI, ACWI ex-US, and EAFE) remain near logical resistance as investors await monetary policy decisions from the ECB...
637 Views
The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
303 Views
Quiddity JPX-Nikkei 400 Rebal 2026: End-Oct 2025 Ranks
We expect the HIGH-conviction Potential ADDs to outperform the HIGH-conviction Potential DELs. Nidec is no longer part of our potential ADDs.
637 Views
Nissin Electric (6641 JP): JPY1,700 Tender Offer from Sumitomo Electric
The tender offer is attractive in comparison to peer multiples and historical price ranges. Excluding the offeror, there are no substantial...
481 Views