Daily BriefsJapan

Japan: Softbank Group, MSCI ACWI Index and more

In today’s briefing:

  • Softbank – How Does AMD’s Resurgence and Xilinx Deal Impact the Nvidia-Arm Deal?
  • Global Equity Strategy: Bullish Outlook Intact

Softbank – How Does AMD’s Resurgence and Xilinx Deal Impact the Nvidia-Arm Deal?

By Mio Kato

Following the appointment of Lisa Su as CEO in 2014, AMD has staged a stunning turnaround headlined by its Ryzen series of consumer-focused processors. Its recent announcement on Zen 3 cements this and raises questions for both Intel and Nividia as the (formerly?) dominant players in their respective markets. It also has implications for the Arm acquisition, which was on shaky ground already, and that is before even considering what a Xilinx acquisition could mean for the industry.


Global Equity Strategy: Bullish Outlook Intact

By Joe Jasper

In our October 1 Int’l Compass we highlighted our belief that the lows were in place for this recent correction and that, combined with mostly healthy market dynamics, a bullish outlook is appropriate if the MSCI ACWI (ACWI-US) is above $77 support and, if the MSCI EM (EEM-US) is above $42.30 support. These indexes and market dynamics have only improved since October 1. As a result, our outlook remains bullish and we continue to believe that the path of least resistance is higher for global equities. Below we summarize the basis for our bullish outlook. Open the attached file to read our complete International Strategy document, and to find links to detailed comments and recommendations for each of our 12 Sectors.


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