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Market Commentary / Equity
- 野村マクロレビュー（メモ） - 石破首相辞任を受け財政拡張期待拡大へ by Nomura Research
- Japan economic perspective (memo) - Fiscal expansion expectations likely to increase following resignation of Ishiba as prime minister by Nomura Research
- 野村マクロレビュー（メモ） - 日本株マクロから見た2026年度概算要求 by Nomura Research
- Japan economic perspective (memo) - FY26 budget requests from the Japanese equity macro perspective by Nomura Research
- PSA Today 10 Sep: Higher on US tech, BoJ comment / iPhone launch / Cable makers up on Oracle AI / Petrochem cooperation / Anycolor's Q1 results, FY26 guidance raised – Nikkei 225 +0.87% | ¥$147.32 by Pelham Smithers Associates Ltd
- 日本株クオンツストラテジー - 景気ウォッチャー調査で見る本社地域のセンチメント戦略 by Nomura Research
- 日本株ウィークリー（2025年9月11日） - 前回自民党総裁選の立候補者のポートフォリオ比較 by Nomura Research
- PSA Today 11 Sep: New highs on AI & earnings / Kioxia and AI optimization / EUV pellicles threat for Mitsui Chemicals / Mexico raises China import tariffs / Threat to Toyota's HEVs / Impressive ExaWizards / Timee revises up – Nikkei 225 +1. by Pelham Smithers Associates Ltd
- Japan equity memo: Reports about BOJ disposal of ETF holdings and Japanese equities - BOJ is probably just floating a balloon and in no rush... by Nomura Research
- Japan equity weekly (11 September 2025) - Comparison of portfolios of candidates in previous LDP leadership election by Nomura Research
- Japanese equities investment strategy (September) - Unexpectedly tenacious rise in Japanese equities by Nomura Research
- The PSA Research Round-Up for the Week to 12 September 2025 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Multifaceted review of size factor (2): Earnings/reversal by Nomura Research
- Japan equity quantitative strategy - Multifaceted review of size factor (4): Selection and timing by Nomura Research
- 野村ESGマンスリー(2025年9月) - 再エネ事業からの撤退を防ぐには？ by Nomura Research
- Japan equity quant memo - Value factors holding up well despite steep rise in the NT ratio by Nomura Research
- PSA Today 16 Sep: Flirting with 45k, NAND pricing, TOK incentives, Sony PS6, Park24 results – Nikkei 225 +0.30% | ¥$146.88 by Pelham Smithers Associates Ltd
- PSA Today 17 Sep: 45K resistance, SBI Shinsei, Toyota e-Palette, govt cyberattacks, Timee, Inbound – Nikkei 225 -0.25% | ¥$146.64 by Pelham Smithers Associates Ltd