In today’s briefing:
- Ohayo Japan | Risk On (Nasdaq) & Risk Off (Gold) Hit New Highs
- Singapore Depository Receipts (SDR): September 2025
- Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed
- Exencial Industry Tidings 08/10/2025
Ohayo Japan | Risk On (Nasdaq) & Risk Off (Gold) Hit New Highs
- The S&P 500 rose 0.6%, driven by information technology, utilities, and industrials sectors reaching fresh closing highs, while the Nasdaq advanced 1.1%.
- Nvidia shares climbed 2% after CEO Jensen Huang reported substantially higher computing demand over the past six months and confirmed the company’s involvement in funding Elon Musk’s xAI
- SoftBank Group is acquiring Swiss engineering firm ABB’s robotics division for $5.4 billion.
Singapore Depository Receipts (SDR): September 2025
- Singapore Depository Receipts (SDRs) have a relatively short history.
- They were launched in April 2023, compared to American Depository Receipts (ADRs) which took off in the 1980s with Chinese securities joining in the 2010s.
- Started off with Thai stocks, the SDR market gathered strong momentum with the offering of Hong Kong stocks in October 2024.
Japan Morning Connection: US Govt Rumored to Be Looking at Taking Stake in Wolfspeed
- Memory and specifically DRAM and NAND surges as memory makers delay enterprise pricing guidance as supply/demand imbalance grows.
- As AMD-Samsung vs NVDA-SK Hynix alliances form, Micronics should be the big winner.
- Factory automatic and robotics stocks the next AI winners? Masa thinks so.
Exencial Industry Tidings 08/10/2025
- Maharashtra govt announces compensation package of Rs.316.2 bln for flood hit farmers
- Project completions in processed foods industry falls to Rs.140 million in September 2025 quarter
- Area under coconut cultivation in Gujarat rises by 27% in 10 years
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