Astris Advisory Japan

The LDP suffered a major defeat in the House of Representatives election on Sunday, a result that was not wholly unexpected. Our Head of Strategy, Neil Newman was interviewed by the Nikkei Newspaper for his views on the impact this would have on markets, the yen, and political stability in Japan. The Nikkei article looks at why the LDP had become so unpopular with the electorate, centered mainly on the cost of living making people's lives increasingly difficult, while politicians were receiving bribes and kickbacks. Politics and the stock market are not that closely related and so the negative impact on the market will be limited, there may be some positives as the political risk is lowered as the new Japanese government is so weak. The fundamentals of the economy, such as changes in corporate governance and favorable corporate earnings, will not change after the election and remain strong drivers in the equity market. For subscribers to the Nikkei Newspaper, please click on the link below or contact us to subscribe to Astris Advisory Japan Equity Strategy Research https://lnkd.in/gh6CSQbT

Immensely proud that our CEO David Shirt is a nominee in the British Business Awards 2024 Entrepreneur of the Year Category along with 8 other impressive nominees. Looking forward to the awards ceremony next month and celebrating all the great contributions to Japanese/British business.

In another first for Astris, we hosted 45 markets professionals in London yesterday to discuss "Japanese Equities: Where Do We Go From Here?". Following opening remarks from David Shirt, our team of equity research analysts Neil Newman, Takaki Nakanishi, Kirk Boodry and Adrian Gornall took the attendees through a detailed outlook and key questions for Japanese equities as we enter the second half of the fiscal year. Our commodities analyst Ian ROPER also introduced his new Japan-focused critical minerals report, along with updates on metals, coal, and new energy materials. If you would like to subscribe to our market-leading research then please reach out to us!

Only a few seats left for our October 10th, seminar in London on the outlook for Japanese equities. Details are below https://lnkd.in/eJS2ad8h

Our Telecoms, Media and Technology analyst Kirk Boodry appeared on CNBC’s Street Signs Asia with Tanvir Gill earlier this week, to discuss Softbank’s “boots on the ground” AI plans in comparison to their Vision Fund OpenAI investment strategy. Please take a look, and get in touch with us if you would like to subscribe to Kirk’s market-leading TMT research! https://lnkd.in/gzqhUw7F

A timely opportunity to hear from our team on important themes such as equity strategy, forex, interest rate and the economy! Coming to key locations near you. Please scroll down for details on how to sign up for these seminars. Astris Advisory Seminars with a panel of seasoned Japanese market practitioners. On 5th August 2024 the Nikkei 225 crashed much like it did in 1987, as Black Monday wiped out portfolios. Trading patterns were uncannily similar with high leverage, forced selling and computer amplifying the damage. What followed was no loss of confidence and a two-year rally to record highs. The main topic to address is what the rest of the financial year, and beyond, has in store. Seminar Content: ● Japan Equities Strategy, the outlook for the economy, equities, interest rates, the yen and what the Bank of Japan and the Ministry of Finance will likely do. ● We will introduce 'Herd on the Street' and 'Critical Minerals' products: our equity underperformance and short-selling report, and a look into minerals and materials markets. ● Best ideas from our team of analysts from small to large caps, thematic trends and where to position investor money. The seminars are open to clients of Astris including those those on our trial services, to institutional investors in Japan, developed and Emerging Asia, and members of the press. Seats are limited so please RSVP at your earliest opportunity. Seminar dates and schedule ● New York (8 Oct.): Broadway Room, Manhattan Manor, 148 W 51st Street, New York (Between 6th & 7th Avenue), 2 pm to 5 pm, followed by drinks. ● London (10 Oct.): Clive Room, The East India Club, 16 St. James's Square, London SW1Y 4LH, 2 pm to 5 pm, followed by drinks. ● Switzerland (14-15 Oct., tentative), Singapore (22 Oct., tentative), Tokyo (14 Nov., tentative): Further details to be announced. RSVP: Mike Lynch (lynch@astrisadvisory.com) – America, Canada. Tim Williams (williams@astrisadvisory.com) – UK, Europe and Scandinavia Jessica Khine (khine@astrisadvisory.com) – Asia Fraser Nicholas (nicholas@astrisadvisory.com) – Japan Neil Newman Head of Strategy (newman@astrisadvisory.com)

We're #hiring a new Fund Placement Sales Associate in Tokyo. Apply today or share this post with your network.

A timely opportunity to hear from our team on important themes such as equity strategy, forex, interest rate and the economy! Coming to key locations near you. Please scroll down for details on how to sign up for these seminars. Astris Advisory Seminars with a panel of seasoned Japanese market practitioners. On 5th August 2024 the Nikkei 225 crashed much like it did in 1987, as Black Monday wiped out portfolios. Trading patterns were uncannily similar with high leverage, forced selling and computer amplifying the damage. What followed was no loss of confidence and a two-year rally to record highs. The main topic to address is what the rest of the financial year, and beyond, has in store. Seminar Content: ● Japan Equities Strategy, the outlook for the economy, equities, interest rates, the yen and what the Bank of Japan and the Ministry of Finance will likely do. ● We will introduce 'Herd on the Street' and 'Critical Minerals' products: our equity underperformance and short-selling report, and a look into minerals and materials markets. ● Best ideas from our team of analysts from small to large caps, thematic trends and where to position investor money. The seminars are open to clients of Astris including those those on our trial services, to institutional investors in Japan, developed and Emerging Asia, and members of the press. Seats are limited so please RSVP at your earliest opportunity. Seminar dates and schedule ● New York (8 Oct.): Broadway Room, Manhattan Manor, 148 W 51st Street, New York (Between 6th & 7th Avenue), 2 pm to 5 pm, followed by drinks. ● London (10 Oct.): Clive Room, The East India Club, 16 St. James's Square, London SW1Y 4LH, 2 pm to 5 pm, followed by drinks. ● Switzerland (14-15 Oct., tentative), Singapore (22 Oct., tentative), Tokyo (14 Nov., tentative): Further details to be announced. RSVP: Mike Lynch (lynch@astrisadvisory.com) – America, Canada. Tim Williams (williams@astrisadvisory.com) – UK, Europe and Scandinavia Jessica Khine (khine@astrisadvisory.com) – Asia Fraser Nicholas (nicholas@astrisadvisory.com) – Japan Neil Newman Head of Strategy (newman@astrisadvisory.com)

We're #hiring a new Fund Placement Sales Associate in Tokyo. Apply today or share this post with your network.