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Can Japanese stocks withstand the dual pressures of yen depreciation and rising yields?

Can Japanese stocks withstand the dual pressures of yen depreciation and rising yields?

J.P. Morgan’s latest Japan equity strategy report points out that, despite the complex situation of early elections, a weak yen, and a rise in long-term interest rates, Japanese stocks still have room to rise before the end of 2026. The core conclusion is: As long as the USD/

At the Davos elite dinner, "globalism" is being publicly reckoned with.

At the Davos elite dinner, "globalism" is being publicly reckoned with.

U.S. Commerce Secretary Rutnik launched a fierce attack on globalism at a private dinner at the Davos World Economic Forum, declaring that the ideology is "dead" and directly pointing to the harm it has caused to the American middle class. The elite dinner, hosted by BlackRock CEO

Amazon is reportedly planning to lay off thousands more employees next week, affecting core divisions such as AWS and retail.

Amazon is reportedly planning to lay off thousands more employees next week, affecting core divisions such as AWS and retail.

``` According to sources cited by Reuters, tech giant Amazon is planning to launch a new round of large-scale layoffs next week, expected to affect thousands of jobs. This round of layoffs is part of a broader downsizing plan aimed at optimizing about 30,000 corporate positions. Reuters reports that the

Yen’s decline hard to stop? Investment banks assess BOJ decision: The hawkish signal is “not strong”, everyone is waiting for a rate hike in April.

Yen’s decline hard to stop? Investment banks assess BOJ decision: The hawkish signal is “not strong”, everyone is waiting for a rate hike in April.

After the Bank of Japan kept interest rates unchanged, the yen continued its decline. Most strategists believe that the hawkish signals released by the central bank are not strong enough to reverse the yen’s weakness. The market’s focus has shifted to the possible rate hike in April, but

Only half an hour! Claude Code “ends” Nvidia’s “strongest moat”?

Only half an hour! Claude Code “ends” Nvidia’s “strongest moat”?

The AI code platform Claude Code completed the migration of Nvidia CUDA code to AMD’s ROCm platform within half an hour, demonstrating the potential of generative AI to break down barriers in computing ecosystems. On January 22, a user disclosed on Reddit that he used Claude Code to migrate

Capital rotation drives the US dollar weaker, Asia-Pacific stock markets rise broadly, gold approaches the 5000 mark, silver touches the 99 level.

Capital rotation drives the US dollar weaker, Asia-Pacific stock markets rise broadly, gold approaches the 5000 mark, silver touches the 99 level.

``` Global capital is accelerating its embrace of Asian markets, which have more attractive valuations and resilient growth. Asia-Pacific stock markets broadly rose on Friday, with the MSCI Asia-Pacific Index steadily climbing. Chip stocks performed particularly well. Asia-Pacific stock markets mostly rose on Friday, with the semiconductor industry chain continuing the

SanDisk's Surge: Three Catalysts in Resonance, NAND Becomes a "Necessity," AI Revalues Storage

SanDisk's Surge: Three Catalysts in Resonance, NAND Becomes a "Necessity," AI Revalues Storage

``` In the past three weeks, the storage sector has experienced a rare "perfect storm." SanDisk's stock price has surged by over 100%, and all NAND-related stocks have moved upward. On the surface, this appears to be a typical storage sector rebound; but if we break down