Japan Morning Connection:Â Long AI Short Software Trade Unwinding as Jensen Backs Software
Software set to surge with Jensen’s narrative that AI agents will consume more software, and that demand for software engineers is set to sharply...
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Japan Morning Connection: Blue Origin Blast Will Only Add to SpaceX IPO Excitement
Space names Axelspace, QPS, Synspective and Astroscale all sold off Friday on Blue Origin explosion but unlikely to wallow long with SpaceX IPO...
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Primer: OBIC Co Ltd (4684 JP) - Sep 2025
OBIC is a dominant provider of Enterprise Resource Planning (ERP) software, primarily the OBIC7 series, for small and medium-sized enterprises...
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Japan Morning Connection: Rotation Out of Tech Although AH Mixed with Lumentum up AMD Down
Software-related weak after Anthropic announced an AI tool that could fully replace existing products. Excessive weakness of Nintendo offers a...
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Japan:Â Cautious Reengagment
Global ownership of Japan is rising, but conviction remains weak. Allocations sit near historic lows, with Value funds leading a cautious rotation...
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