Japan Morning Connection: Risk-Off Mood Continues, but Semi-Caps Pick up After Google Capex Surprise
The market has been quick to punish lavish spending on AI. Qualcomm's statement about the shortage of memory chips will be negative for names...
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Aequitas: Infroneer Holding Placement - Positives Baked In, Somewhat Flagged
INFRONEER Holdings (5076 JP) aims to raise around US$800m to fund the acquisition of Swing Corporation. In this note, we talk about the deal dynamics.
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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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