Yearly Outlook
2026 Agricultural Commodity Outlook
2026 Fertilizer Outlook & Divergence Opportunities
Global Steel Industry_Opportunities and Challenges in Structural Transformation
Global Automotive Industry Investment Opportunities Analysis Amid Trade Policy Adjustments and EV Transformation Challenges
Global Agriculture Mid-Year Outlook and Investment Opportunities
Midyear Outlook Global Fintech and Payments
North America Refining 2H 2025 Outlook
Industry Report
Structural Investment Opportunities in the Capesize Dry Bulk Shipping Market for 2026
Margin Expansion Opportunities from Air Traffic Capacity Constraints
Investment Implications of the US–Japan Joint Fact Sheet - Japanese Electronics and Power Equipment
半導體產業報告 - 先進封裝成長帶動台積電資本支出與半導體設備廠展望
North America Telecommunications Operators - Key Takeaways From a More Competitive 3Q25
US Semiconductors - Party on Garth - September Sales Well Above Forecast and Expect More So Raising C25 Semi Sales from Up 20^1 YoY to Up 23^1 YoY^
Japan Equity Strategy - 50,000 just a waypoint for the Nikkei average
Japan Aerospace & Defense - Revision of defense plans likely to accelerate under new Takaichi administration
Nomura Tech Monthly - October 2025
Semiconductor sales could approach $1T by 2027, BofA says
Opportunities in Japan's Materials and Energy Sector - Technology-Driven Growth and Structural Reform Value Discovery
瑞銀 - 美國農業前景因大豆出口風險與肥料成本而呈現複雜局面
Japan Technology - Semiconductor Capital Equipment ASML results read-across - Strong quarter for memory orders; Buy on TEL & Disco
Japan Technology - Semiconductor Capital Equipment TSMC results Front (back) - end tightness reassures; capex expectations unlikely to rise
Memory Demand Recovery Drives Semiconductor Materials Stocks Valuation Enhancemen
Americas Technology - US Digital Ad Q3'25 Preview
2026 WFE Upgraded: AI, Memory, and HBM Drive the Next Equipment Cycle
Americas Technology Semiconductors Analog Preview Expect solid results and incrementally positive datapoints; prefer MCHP vs. ON
Global Agriculture Outlook_Price Adjustment Cycle Continues
Japan Specialty Chemicals - Beneficiaries of OpenAI’s Stargate DRAM Supply Chain
US Infrastructure Investment Opportunities
