Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt
US-China trade tensions ease as tariffs are de-escalated, resulting in risk-on buying across sectors. Should see improved sentiment for Japan...
Japan Morning Connection: Trump Opening the Floodgates to AI Investment
Softbank's $500bn AI investment pledge to boost JP SPE, high-quality semi-related Japanese names may recover. DR Horton sold off AM highs, may...
Japan Morning Connection: Can JP Semi-Cap Names Continue to Buck the US Tech Weakness?
Rotation from momentum winners into oversold quality such as SPE, EU defense name strength may be positive for JP heavies, US power semi weakness...
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