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Japan Morning Connection: Risk-On Sentiment Remains as Trump Holds off on More Attacks

128 Views03 Aug 2026 08:04
Heavily sold AI plays such as Ibiden, Advantest and Kokusai, look likely to continue higher despite the missed US tape given the more constructive outlook in Iran and lower oil to start.
What is covered in the Full Insight:
  • Introduction: Risk-On Sentiment Overview
  • Impact of Amazon AWS Growth on Japanese Markets
  • Potential for Japanese AI Plays Amid Market Conditions
  • Influence of Westinghouse IPO on Japanese Nuclear Sector
  • Market Sentiment Analysis and Conclusions
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Andrew Jackson
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