Reforming Corporate Japan - The Next Chapter

AI token demand is surging, elevating a small group of Asian suppliers—and the overlooked supply chain capturing one of AI’s strongest margins.

Emerging markets are diverging as AI, geopolitics, and energy shocks create selective opportunities across Asia and commodity exporters worldwide.

Extension strategies are seeing renewed interest due to the enhanced return potential they can offer—particularly in a highly concentrated market. However, these strategies can present unique challenges. We believe the key to successful extension strategies lies in balanced stock selection and skillful risk management to account for the risks inherent in short-selling.