Global Sustainability (Shariah) Portfolio (18-Aug-2026)
The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...
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Japan Morning Connection: TDK Lags as Peers with More MLCC Exposure Capture AI-Driven Gains
AI names set for a relief rally as NVDA roadmap fears ease. MLCC exposed plays Murata and Taiyo Yuden outperform TDK while it is weighed down by...
119 Views
Japan Strategy Weekly | Stocks Hit Record Highs as Kioxia Eclipses Toyota
​Japanese equities surged to new all-time highs, driven by semiconductor and technology stocks benefiting from global AI-related capital spending,...
118 Views
Japan’s AI Trade Holds Firm Amid Market Turbulence
Foreign buyers are stepping back, but Japan’s place in the AI boom leaves the long-term investment narrative intact and compelling.
112 Views
Japan Morning Connection: AI Derate Continues and Recent Intel Winners Face Capitulation
Another risk-off day for tech and AI as the market grapples with the deteriorating situation in Iran as well as uncertainty over what the SpaceX...
114 Views