Recent GPIF Moves - Rebalancing & ESG
As noted in the last insight about The GPIF's New Policy Mix (and its preceding GPIF Policy Mix Changes Ride to Global Risk Rescue), the GPIF has...
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NTT DoCoMo Flags up Its 6G Vision. Yes, that Is a Six!
As part of its recently held open house on network R&D, NTT Docomo Inc (9437 JP) has released a white paper on 5G evolution and 6G. The key...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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JPX Margin Trading Weekly (Jun 5th): Kioxia, SoftBank, Disco, Ibiden, Mitsubishi UFJ Financial
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), SoftBank (9984 JP), Disco (6146 JP), Ibiden...
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Japan Telcos: Softbank Ends the Contract Regime but Other Retention Factors Play a Role
Softbank Corp. will end two-year contracts for mobile customers later this month. This follows regulatory action that requires mobile operators to...
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