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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
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Full Insight
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