Japan Strategy | Snap Elections and the Rise of Corporate Discipline
PM Takaichi calls snap election raising concerns over fiscal expansion and rising debt. BOJ holds rates, upgrades growth forecasts, as bond yields...
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Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT
China's trade-in subsidies boost ICT sales, while Sony and TCL challenge Samsung in OLEDs, Nvidia surpasses Apple as TSMC's top customer, and...
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CX Daily: China Signals Continued Stimulus With Elevated Deficits in 2026
TOP STORIES China Signals Continued Stimulus With Elevated Deficits in 2026 China will maintain elevated budget deficits and government debt...
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Japan Morning Connection: Software Takes a Hit with AI Worries Resurfacing
Excessive sell-off of Nintendo may pose an opportunity to buy. Sumitomo Forestry expected to push higher after Mizuho upgraded to buy overnight.
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Japan: 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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