In today’s briefing:
- Ohayo Japan | Markets Brush Off Tariff Turmoil
- Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call
- Monday Delight: 02/06/25
- US Banks – Granular Weekly Data Suggest C&I Is Robust, Underlying Economy, Credit Metrics
- #155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech
- #156 India Insight: India’s Exports to Hit $1T in FY26, EV Production Setback, HDB Financial’s IPO
Ohayo Japan | Markets Brush Off Tariff Turmoil
- US stocks closed higher Monday despite rising trade tensions with China and the EU.
- ISM data showed US manufacturing activity contracted in May, with imports at their lowest since 2009
- Metaplanet has acquired an additional 1,088 BTC for 17 billion yen, bringing its total holdings to 8,888 BTC
Japan Morning Connection: Markets Rising from Morning Lows on Expectations for a Trump-Xi Call
- Applied Digital landing a big data center order from CoreWeave lifting AI related plays setting upbeat tone for SPE.
- Big Chinese SiC capacity coming online further adding to the price pressures for Rohm.
- Square Enix cancelling its ‘Project Gemini’ with Polish developer another foreign flop reminiscent of Avengers?
Monday Delight: 02/06/25
This is your Monday morning dose of inspiration. Each week, I’ll share five intriguing investment ideas that recently caught my attention.
These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.
Because these ideas are the result of my first-level idea generation process, they require more in depth research.
US Banks – Granular Weekly Data Suggest C&I Is Robust, Underlying Economy, Credit Metrics
- Strong weekly data from the CP market and from granular loan data of US banks
- C&I type lending is also included in the CP market and other loans to FI’s
- Loans to other FI’s is up 21% YoY and C&I lending, reached a new high since early FY24
#155 India Insights: Quess Restructures, India-US Eye Trade Deal, VST Enters Electric Farm Tech
- Quess Corp Ltd (QUESS IN)‘s restructuring into three entities aims for targeted growth, disciplined capital allocation, and international expansion in emerging sectors.
- India and the US are negotiating an interim trade deal by June 25, aiming for tariff exemptions and increased trade.
- VST Tillers Tractors (VSTT IN) to launch fully electric power tiller and weeder, expanding into the electric farm machinery sector.
#156 India Insight: India’s Exports to Hit $1T in FY26, EV Production Setback, HDB Financial’s IPO
- India’s exports are set to surpass $1 trillion by FY26, driven by trade diversification, FTAs, and robust sector growth.
- Bajaj Auto Ltd (BJAUT IN) warns of rare earth magnet shortage impacting India’s EV production by July, urging quick approval for imports.
- HDB Financial Services Ltd (0117739D IN) is close to SEBI approval for a $1.5 bn IPO, set to become India’s largest shadow bank listing.
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