Primer: Obic Business Consultants (4733 JP) - Aug 2026
Obic Business Consultants (OBC) is a premier provider of Enterprise Resource Planning (ERP) software in Japan, demonstrating a consistent track...
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Japan Strategy Weekly | Bifurcation Season
​Investors may shift from AI momentum to quality compounders amid macro headwinds, with this trend likely continuing through August earnings season.
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Japan Morning Connection: US Tech and Semi Rebound Feel's like a Dead Cat Bounce
Opportunities to watch for higher JP SPE, keep an eye on Advantest after recent drop. IT/SaaS companies like Fujitsu and NEC worth looking at with...
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Further Declines in DXY, Sovereign Yields May Provide More Fuel for a Rally in Global Equities
We continue to believe $93 on $ACWI is likely the low for this pullback as long as the 10-year Treasury yield $TNX and $DXY can stay below their...
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Key Supports Holding Strong; 10-Year Treasury Yield Below Key Resistance; Buys in Non-Defensives
We remain constructive on global equities as long as $ACWI remains above $93 (1+ year base support). 10-year Treasury yield $TNX holding below 4.3...
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