Daily Brief Thematic (Sector/Industry): Ohayo Japan | Fed Speeches Take Center Stage and more

In today’s briefing:

Ohayo Japan | Fed Speeches Take Center Stage
Japan Strategy Weekly | Stocks Rally as Trade Tensions Ease and Hopes Rise for Bilateral Deal
China Property Developers In Distress – Weekly News & Announcements Tracker | Apr 11-17, 2025

Ohayo Japan | Fed Speeches Take Center Stage

The Federal Reserve will feature prominently this week, with speeches from Fed Chair Jerome Powell and other officials amid rising political pressure from President Trump.
The market is set for significant swings as key earnings announcements from major companies expected. FANUC, Nidec, and KEYENCE will announce their fiscal year 2025 results
Nintendo will start accepting reservations for its new Switch 2 game console in the US on the 24th, after postponing from the 9th to assess the impact of tariffs.

The stock market ended on a strong note, with both the Nikkei 225 (+3.4%) and the Topix (+3.7%) indices posting substantial weekly gains amid ongoing U.S.-Japan trade negotiations
Japanese Economy Minister Ryosei Akazawa’s meeting with President Trump on Thursday proved pivotal, with Trump reportedly identifying a deal with Japan as a “top priority.”
Auto stocks posted impressive gains Tuesday after reports that Trump was considering pausing his 25% levies on auto imports, with Mazda (+8%) leading the sector for the week.

This note is a weekly (select weeks on SK) curated selection of Chinese news articles and company announcements focused on developers in distress
We look for their deals, updates, specific project progress news (‘local signals’), as well as relevant local research commentaries about the market
We do not verify the underlying data or provide any opinion; we only select and summarise the information. See direct links to the sources

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