Japan Morning Connection: Heat Comes Out of AI While Homebuilders Rebound Sharply
JP defense names trading below their 2025 highs while global names run higher. Uniqlo's strong earnings release in Japan and Greater China bodes...
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Asia’s Nuclear Revival: Structural Upside Across the Energy Value Chain
AI-driven power demand, decarbonisation, and energy security are boosting nuclear in Asia, with Kazatomprom, Mitsubishi Heavy, and Doosan...
447 Views
Ohayo Japan | Risk Appetite Fades as Bitcoin Sells Off
US equities lower, bitcoin down 7%, safe-havens up; Yaskawa partners SoftBank, FANUC teams with NVIDIA on industrial robots for AI adoption, MHI...
285 Views
Japan: The New Takaichi Trade, SELL THE RIP!
Sentiment in Japan has reversed sharply showing strains in the JPY and JGB markets. The Nikkei 225 has retraced all its gains since the election...
418 Views
Japan Morning Connection: Risk-On Mood Accelerates on AI and Tech Dip Buying
European Commission's ban on ZTE and Huawei benefits NEC. Law change for investments into nuclear power and electrical grids will be a positive for...
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