Primer: Toyo Suisan Kaisha (2875 JP) - Apr 2026
Toyo Suisan Kaisha is a dominant force in the instant noodle market, particularly in North America and Japan, under its highly recognizable...
113 Views
Defensives Leading; Concerns Persist. Actionable Themes: Staples, Utilities, Energy, Transports
Defensives Leading; Concerns Persist. Actionable Themes: Staples, Utilities, Energy, and Transports. Remain Overweight Emerging Markets $EEM,...
291 Views
Japan Weekly | JMDC, Sanrio, Lasertec, Hakuhodo
​Global markets remain positive despite weak U.S. economic data, upcoming FOMC and Bank of Japan meetings, and rebounding oil prices due to...
744 Views
Upgrading Emerging Markets to Market Weight; China/Hong Kong Continue to Bottom; Energy Breakdowns
Upgrading Emerging Markets $EEM $VWO to Market Weight; China/Hong Kong Continue to Bottom $FXI $MCHI $KWEB; Lows Likely in on $ACWI; Commodities...
696 Views
Japan Remains Leadership; Actionable Pullback in Europe; Downgrading China/Hong Kong
#Japan #Nikkei 225 and #TOPIX above base supports at 30,800 and 2120, respectively. We've discussed buying pullbacks to 1950-2000 on TOPIX, but it...
205 Views