Research from Tokyo on Japanese industry, semiconductors, AI infrastructure and capital markets.
News Cutting Room
Stop making the world’s cost of living an election prop Japan −1.5%; China +2.3%; Europe +1.8%; Britain +1%; Brazil +1%; Nasdaq +1.4%; S&P 500 +1.6%; Dow +3%. My fir
古河電公記
A severe decline, with only a small late recovery Furukawa Electric opened at JPY 2,512 at 09:03, 2.81% below the previous close of 2,584.5. The high was 2,512.5 in
News Cutting Room
A landslide is not a blank cheque Republicans lost heavily in America; the LDP won heavily in Japan. “Americans got angry; Japanese people never do” is a satisfying
Column
America is crazy? Take it as a compliment. The morning after an election, politics becomes an enormous comedy stage. Politicians, billionaires and anonymous avatars
News Cutting Room
The October U.S. CPI release at 22:30 JST on 10 November activated the main downside condition identified in the previous Tokyo closing note. Headline CPI rose 0.4%
古河電公記
A costly retreat, then a late foothold Furukawa Electric opened at JPY 2,746 at 09:00, 0.33% below the previous close of JPY 2,755. It recorded its JPY 2,747.5 high