Investors are positioning for a decisive election victory by Prime Minister Sanae Takaichi, betting that a strong mandate will allow her to consolidate power and push expansive fiscal policies. https://www.japantimes.co.jp/business/2026/02/05/markets/stock-bets-on-big-takaichi-win/?utm_medium=Social&utm_source=mastodon #business #markets #stocks #japaneseeconomy #sanaetakaichi #2026lowerhouseelection
South Korea’s efforts to stabilize its currency face a major obstacle at home — the record appetite of its retail investors for U.S. stocks that is fueling dollar demand as the won languishes at 17-year lows. https://www.japantimes.co.jp/business/2026/02/05/markets/korea-fx-stability-wall-street-mania/?utm_medium=Social&utm_source=mastodon #business #markets #southkorea #forex #stocks
The Tokyo District Public Prosecutors Office's special investigation squad has arrested a former Mita Securities executive and four other individuals on suspicion of insider trading linked to a tender offer. https://www.japantimes.co.jp/news/2026/02/02/japan/crime-legal/japan-brokerage-insider-trading-arrest/?utm_medium=Social&utm_source=mastodon #japan #crimelegal #mitasecurities #brokerages #nidec #stocks #tse
Nomura Holdings shares have fallen after profit dropped more than analysts anticipated last quarter, due to a loss in Europe and one-time costs tied to a major acquisition. https://www.japantimes.co.jp/business/2026/02/02/companies/nomura-share-drops-on-weak-earnings/?utm_medium=Social&utm_source=mastodon #business #companies #nomura #brokerages #stocks #investments
Toyota's plan to take an affiliate private looked unremarkable at first. Instead, the bid for Toyota Industries ignited a battle between activist investors and Japanese corporate culture. https://www.japantimes.co.jp/business/2026/01/31/companies/toyota-buyout-test-case/?utm_medium=Social&utm_source=mastodon #business #companies #toyota #toyotaindustries #elliottinvestmentmanagement #stocks #investments #acquisitions #corporategovernance
An analyst believes activist fund Elliott Asset Management may not be so far from blocking a controversial Toyota acquisition. https://www.japantimes.co.jp/business/2026/01/29/companies/elliott-disadvantage-toyota-industries-block/?utm_medium=Social&utm_source=mastodon #business #companies #toyota #toyotaindustries #elliottinvestmentmanagement #stocks #investments #acquisitions #corporategovernance
Japanese shares’ ascent to record highs at the start of the year has reinforced a Fidelity International fund manager’s preference for smaller AI-related companies that still look affordable. https://www.japantimes.co.jp/business/2026/01/26/markets/fidelity-fund-ai-japan/?utm_medium=Social&utm_source=mastodon #business #markets #stocks #topix #ai #fujibo
From the start of the year, Japanese stocks surged on bets that Prime Minister Sanae Takaichi would cement power through a snap election and then ramp up spending. Then on Tuesday, the so-called Takaichi trade unraveled. https://www.japantimes.co.jp/business/2026/01/24/markets/japan-bond-market-stock-bulls/?utm_medium=Social&utm_source=mastodon #business #markets #jgbs #stocks #japaneseeconomy #sanaetakaichi
Seth of the Fediverse
boosted
96% of US tariffs have been paid by US buyers – new study https://www.bocvip.com/1166975/96-of-us-tariffs-have-been-paid-by-us-buyers-new-study/ #Bonds #business #CurrentTrends #economy #Investment #IPOs #predictions #stocks
96% of US tariffs have been paid by US buyers – new study https://www.bocvip.com/1166975/96-of-us-tariffs-have-been-paid-by-us-buyers-new-study/ #Bonds #business #CurrentTrends #economy #Investment #IPOs #predictions #stocks
An activist investor has fired off a series of letters to the directors of two Japanese companies largely owned by their founding families saying they are responsible for share prices at "extremely depressed” levels. https://www.japantimes.co.jp/business/2026/01/23/companies/activists-founding-families/?utm_medium=Social&utm_source=mastodon #business #companies #stocks #tse #corporategovernance #investments
Shares of Japanese toilet maker Toto gained the most in five years after memory demand excited expectations of growth in its little-known chipmaking materials operations. https://www.japantimes.co.jp/business/2026/01/22/markets/toto-shares-chip/?utm_medium=Social&utm_source=mastodon #business #markets #toto #ai #chipmakers #stocks
The Tokyo Stock Exchange is looking to strengthen its market for initial public offerings by pitching itself as a venue for cross-border listings by startups in Asia. https://www.japantimes.co.jp/business/2026/01/22/markets/tse-asia-startups-ipo-help/?utm_medium=Social&utm_source=mastodon #business #markets #tse #ipos #stocks
Nvidia Stock Crash Prediction
https://entropicthoughts.com/nvidia-stock-crash-prediction
#HackerNews #Nvidia #Stock #Crash #Prediction #Nvidia #Stock #Market #Crash #Nvidia #Predictions #Tech #Stocks #Analysis
Takaichi might surprise markets that are bracing for an unrestrained fiscal dove after the election in Japan. https://www.japantimes.co.jp/business/2026/01/19/economy/takaichi-fiscal-policy-election/?utm_medium=Social&utm_source=mastodon #business #economy #sanaetakaichi #diet #ldp #tse #nikkei #stocks #budgets #debt #economicindicators
Japan’s initial public offerings have become less profitable to flip on their trading debut, a trend investors have welcomed as an indication of higher quality companies coming to market. https://www.japantimes.co.jp/business/2026/01/19/markets/japan-small-ipos-disappearing/?utm_medium=Social&utm_source=mastodon #business #markets #ipo #startups #investments #stocks #tse
Elliott Investment Management is opposing a proposed ¥6.1 trillion ($39 billion) privatization of Toyota Industries, arguing it could achieve greater value on its own. https://www.japantimes.co.jp/business/2026/01/19/companies/toyota-industries-buyout-opposition/?utm_medium=Social&utm_source=mastodon #business #companies #toyota #toyotaindustries #elliottinvestmentmanagement #stocks #investments
Shiseido, once a formidable challenger to L’Oreal and Estee Lauder Companies, is navigating its biggest challenge in decades, hurt by a costly misfire in North America and loss of market share to agile Asian rivals. https://www.japantimes.co.jp/business/2026/01/19/companies/shiseido-tough-turnaround/?utm_medium=Social&utm_source=mastodon #business #companies #shiseido #cosmetics #stocks #investments
Trump tries to bully the world by pressuring countries one by one.
If and only if the democratic world organises a united response, he loses.
Sell off just 10 percent of US Treasury bonds in a week and watch him fall to his knees.
The surge in Japanese stocks, triggered by Prime Minister Sanae Takaichi’s snap election plans, may fade if she gets what she wants, as overspending drives up inflation and government borrowing costs. https://www.japantimes.co.jp/business/2026/01/17/markets/takaichi-trade-risks/?utm_medium=Social&utm_source=mastodon #business #markets #ldp #sanaetakaichi #inflation #yen #stocks