Softbank: Looks Like Softbank Elevated Arm's Consciousness Too
Mike Muller, CTO of Arm for almost 20 years will be leaving the firm at the end of the month according to Bloomberg.While this doesn't appear to be...
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Japan Short Interest - The Numb3rs
The short notional in the market for the week ended 23 August is US$24.95bn with the largest short positions in Itochu Corp (8001 JP), Toyota Motor...
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Renesas: Past the Bottom but Expect an L, Not U-Shaped Recovery
Renesas Electronics (6723 JP) is up 6% in a weak market following the announcement of better than expected results yesterday and we believe this is...
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Another Move by Denso to Accelerate Its ADAS Game
It was reported last week that Toyota Motor (7203 JP) and Denso Corp (6902 JP) will partner again to form a separate venture that would assist the...
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Global Equity Strategy: Not Too Bullish, Not Too Bearish
Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical...
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