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Sources say Japan currently has no plans to change the Government Pension Investment Fund (GPIF) target asset allocation, but may steer more flows into domestic assets within its existing allocation ranges.

2026-07-13

Sources say Japan currently has no plans to change the Government Pension Investment Fund (GPIF) target asset allocation, but may steer more flows into domestic assets within its existing allocation ranges.

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2026-07-13

Citigroup upgraded its rating on the global financials sector to overweight.

Citigroup upgraded its rating on the global financials sector to overweight.
2026-07-13

In 1H 2026 almost 20 global power semiconductor firms implemented price hikes, driven by surging demand from AI data centers and EV 800V platforms, a contraction in 8‑inch wafer capacity and rising raw‑material costs. The round of increases are moder

In 1H 2026 almost 20 global power semiconductor firms implemented price hikes, driven by surging demand from AI data centers and EV 800V platforms, a contraction in 8‑inch wafer capacity and rising raw‑material costs. The round of increases are moderate but expected to persist into 2027, materially benefiting IDMs; Chinese suppliers are accelerating technology upgrades as the sector shifts toward higher‑value, higher‑quality production.
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