In today’s briefing:
- Ohayo Japan | Rising Tensions

Ohayo Japan | Rising Tensions
- US stocks rose Friday, extending S&P 500’s fourth straight gain and ninth win in ten sessions, on data supporting a Fed rate cut this week.
- Japan accused Chinese jets of targeting its aircraft with fire-control radar near Okinawa; Beijing denied it, tensions rose
- Horiba (6856 JP): Oasis discloses 9.9% stake as stock +30% in 3M on AI/semi exposure. Target could be Y100b cash pile.
