bullish

Japan Morning Connection: Tariff Delay a Tailwind, Tech and Homebuilders Up

232 Views13 Feb 2025 23:22
​Intel is considering a fab JV with TSMC for US production, AMAT numbers missed due to China curbs, Sony and Sumitomo Forestry report positive results.
What is covered in the Full Insight:
  • Market Overview
  • Intel and TSMC Potential Partnership
  • Technology Sector Performance
  • Japanese Companies Earnings
  • Tariff Delay Impact
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Andrew Jackson
Japanese Equity Specialist
Ortus Advisors
Equity Bottom-UpThematic (Sector/Industry)
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