Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
Sign in with Google
bullish
Japan IT
Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start
Thematic (Sector/Industry)
175 Views
11 May 2025 23:40
Tech names outperformed the market led by analog/MPU/power semiconductor manufacturer Microchip Technology. Uncertainty for JP Pharma as Trump looks to cut pharma costs.
What is covered in the Full Insight:
Introduction: Positive Start on US-China Talks
Semiconductor Sector Analysis
Impact of US Drug Pricing Announcement
Japanese Defense Industry Prospects
Earnings Reports Overview and Market Implications
SUMMARY
(Sign Up to Access)
Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »
Loading
Trending Collections
More »
Event-Driven
Equity Bottom-Up
Index Rebalance
South Korea
Japan
India
China
Equity Derivatives
Asia Event-Driven
Philippines
Trending Insights
More »
CSI Hong Kong Connect Internet Index Rebalance: 10 Changes & Big Impact
UK: Retreating To Trend Again
More Accurate Context Behind Tencent’s Nexon Moves Reported by Bloomberg
[Japan M&A] Hino & Mitsubishi-Fuso Truck to Join; Bagholding Ugly for Minorities, and a Re-IPO
Quiddity Leaderboard Hang Seng Biotech Sep25: Three Changes Likely + One Intra-Review Change
Top Unpaywalled Insights
More »
Bearishness Persist in Soybeans Despite Rebound Hopes
Curator's Cut: The Next Labubu, Crypto Equities and Tracking APAC Buybacks
[IO Technicals 2025/23] Bearish Momentum Persists
VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
Discussions
(Paid Plans Only)
Insight Stream
Japan Morning Connection: US Opening Doors to Greater UAE/Saudi Chip Sales Driving Tech and Semis
13 May 2025
Japan Morning Connection: Japan Tech and SPE to Continue Higher with Nasdaq100 Back in a Bull Mkt
12 May 2025
Japan Morning Connection: US-China Talks End on Positive Note Adding to the Bullish Tone to Start
11 May 2025
Japan Morning Connection: Market Risk on with Trump Telling Punters to Buy Ahead of W/E
08 May 2025
Japan Morning Connection: Rescinding of US Chip Restrictions to Send JP Semi Plays Higher
07 May 2025
Top
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.53.3
x