In today’s briefing:
- Curator’s Cut: China Healthcare Rally, Financial Market Infra Moves, and Korea’s Equity Upswing
- RBI Rate Decision on 6 Aug: Nifty 50’s Historic Moves Matched by Options Market
- Ricoh Leasing (8566 JP): Q1 FY03/26 flash update
Curator’s Cut: China Healthcare Rally, Financial Market Infra Moves, and Korea’s Equity Upswing
- Welcome to Curator’s Cut, a fortnightly roundup of standout themes from the 1,200+ insights published in the past two weeks on Smartkarma
- In this cut, we review the rally in Chinese healthcare in 2025, track some updates in financial markets infrastructure companies, and see how Korean equities have done since end-May
- Want to dig deeper? Comment or message with the themes you’d like to see highlighted next
RBI Rate Decision on 6 Aug: Nifty 50’s Historic Moves Matched by Options Market
- Event Preview: The Reserve Bank of India will announce its next policy decision on Wednesday, August 6, 2025. After June’s larger-than-expected 0.5% rate cut, consensus expects no change.
- Market Reaction History: The NIFTY 50 has historically moved more when the RBI surprises markets – a 27% occurrence rate over the past decade.
- Options Perspective: This Insight investigates past market behavior during comparable RBI policy announcements and contrasts it with what current option pricing implies for this week’s move.
Ricoh Leasing (8566 JP): Q1 FY03/26 flash update
- Revenue increased by 8.9% YoY to JPY82.4bn, while operating profit decreased by 3.4% YoY to JPY4.9bn.
- SG&A expenses rose 17.5% YoY to JPY7.3bn, influenced by investments in human resources and IT infrastructure.
- Total operating assets increased 8.6% YoY to JPY1.24tn, driven by growth in finance and operating leases.
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