MS-Japan Index Earning Revision (Sep): Toyota Motor, Nippon Yusen Kabushiki Kaisha, Recruit
We analyzed MS-Japan's consensus for Sep 2026 and highlighted changes of EPS in Toyota Motor (7203 JP), Nippon Yusen Kabushiki Kaisha (9101 JP),...
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Japan Strategy Weekly | The Global Hardware Store for the AI Era
​Hyperscalers plan massive capex for AI infrastructure, boosting hardware suppliers; Nikkei outperforms on strong gains in AI supply chain, &...
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Aequitas ECM Weekly (28 September 2026)- Tencent, NSE, GCash, Ligent, Kinwong, Robo, Direct Drive
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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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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Japan Strategy Weekly | Markets Struggle Amid Economic Uncertainty
​Japan's economic slowdown and BOJ policy shift impact bond yields, while global trade tensions and market volatility weigh on investor sentiment....
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