2026.08.07
Time to Catch the Falling Knife? - What Else Is Unknown to the Market?
► Macro Headwinds Persist: Key structural pressures
► Semiconductor Outlook: What will drive semiconductor stocks higher?
► Sector Rotation and Risks
2026.08.10
Rebalancing Japan Equity Investments
Food and essentials demand stayed solid despite weak durable goods spending. Overall, wage growth remains a key support for domestic demand...