Month: April 2024

Watch Accenture

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🚨 🚨 Accenture to acquire Japanese technology services provider, CLIMB

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AZN Has A New Cancer Drug

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🇬🇧 🇬🇧 AstraZeneca Plc and Daiichi Sankyo’s Enhertu has become the first drug of its kind to be granted approval to treat tumors anywhere in the body if patients test positive for a protein known to speed up cancer growth

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TSMC Gets $6.6B Grant

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BREAKING: The US plans to award Taiwan Semiconductor Manufacturing Co. $6.6 billion in grants and as much as $5 billion in loans to help the world’s top chipmaker build factories in Arizona, expanding President Joe Biden’s effort to boost domestic production of critical technology

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Net Yen Shorts At Highest Since 2007

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🇯🇵 🇯🇵 Net yen shorts held by leveraged funds and asset managers rose to 148,388 contracts during the week ending April 2, the highest since January 2007, according to the latest Commodity Futures Trading Commission data

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This Payments Co Has 98.5% Upside

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🚨 🚨 This company has grown into one of the largest, most integrated payment providers and Morgan Stanley sees an upside of 98.5%

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Profit From The “Seven Samurai”

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🇯🇵 🇯🇵 Goldman Sachs has named “Seven Samurai” stocks in Japan, which it says could be an equivalent of the United States’ “Magnificent Seven.” A New Era Has Dawned In Japan And This Is The Opportunity Of A Lifetime

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Citi Sees Nikkei At 45,000

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🇯🇵 🇯🇵 Citi forecasts the Nikkei to hover near 40,500 for a bit before continuing its rally this year to the 45,000 level

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Japan: This AI Play Has 50% Upside

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🇯🇵 🇯🇵 A Japanese company that specializes in the design, manufacture, and supply of automatic test equipment (ATE) for the semiconductor industry, has climbed 117% over the last 12 months and has more upside

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India: Infrastructure Is Key

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🇮🇳 🇮🇳 India: Economists point to new infrastructure as a key ingredient for faster development. Airports illustrate the potential for catch up growth: India last year had about 148 airports, lagging China by more than 100, and aims to boost the number to 220 by next year

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India To Overtake China By 2028

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🇮🇳 🇮🇳 In Bloomberg Economics’s base case scenario, India’s economy will accelerate to 9% by the end of the decade, while China slows to 3.5%. That puts India on course to overtake China as the world’s biggest growth driver by 2028. Even in the most pessimistic scenario — in line with the IMF’s projections for the next five years in which growth stays below 6.5% — India overtakes China’s contribution in 2037

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