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Market Commentary / Equity
- Japanese equities factor geek - Turnaround in share price low-based momentum factor drove market recovery by Nomura Research
- PSA Today 24 Sep: Defence plays up / SoftBank, Japan-Spore undersea cable / Hitachi, Synvert / Nissan Sentra 2026 / Treasure Factory Q2 preview / Considering Timee – Nikkei 225 +0.30% | ¥$148.05 by Pelham Smithers Associates Ltd
- PSA Today 25 Sep: Commodity plays send us to another ATH / Service sector inflation slows / Sony's Wolverine / Japan automakers' Europe woes / Appier's Agentic AI – Nikkei 225 +0.27% | ¥$148.80 by Pelham Smithers Associates Ltd
- PSA Today 26 Sep: Tech sell-off / Tokyo CPI / TGS2025 and Koei Tecmo / Considering Oracle Japan / J-Tech recovery – Nikkei 225 -0.87% | ¥$149.77 by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - アジア出張報告（9月22日～26日） by Nomura Research
- 野村日本株高配当SMART50 - インデックス構成ルールブック by Nomura Research
- Japan economic perspective (memo) - Asia trip report (22–26 September) by Nomura Research
- 日本株クオンツストラテジー - 野村ファクタータイミングサマリー by Nomura Research
- 日本株メモ：10月のイベントカレンダー - 総裁選後は日米決算・中銀会合への関心が高まる by Nomura Research
- PSA Today 30 Sep: Quarter end / The economy: it's complicated / NEC and UK's facial recognition rollout / More NAND as Kitakami Fab 2 kicks in / Previewing Q4s for Shift, Koshidaka – Nikkei 225 -0.25% | ¥$148.18 by Pelham Smithers Associates Ltd
- Japan equity quantitative strategy - Nomura factor timing summary by Nomura Research
- 25年9月の日本株市場サマリー - 米株高や次期政権への期待等で最高値更新 by Nomura Research
- PSA Strategy: Japan Stock Market Quarterly for 2025 Q4 by Pelham Smithers Associates Ltd
- Malaysia ESG review – Sep-25 - Steel decarbonisation, CIMB nature report by Nomura Research
- 日本株クオンツストラテジー - サイズの多角的レビュー(5)Q&A by Nomura Research
- PSA Today 2 Oct: Tech boosts Nikkei 225 / Kioxia, Nvidia and superfast SSDs / US Sep auto sales; Toyota outperforms – Nikkei 225 +0.87% | ¥$147.19 by Pelham Smithers Associates Ltd
- Japan equity weekly (2 October 2025) - Looking back at rise in share prices in FY25 H1 while preparing for period after LDP leadership election by Nomura Research
- 日本株クオンツメモ - 年初来では高ボラティリティ株のみがプラス by Nomura Research
- Russell/Nomura 日本株インデックス - インデックス構成ルールブック by Nomura Research
- Japan equity market summary (September 2025) - Record highs on US equity rally, expectations for next administration by Nomura Research
- The PSA Research Round-Up for week to 3 October 2025 by Pelham Smithers Associates Ltd
- 野村マクロレビュー（メモ） - サナエノミクスに対する期待が高まる by Nomura Research
- 日本株Factor Geek - 日米の金融政策が意識され高ベータ好調・バリュー不調 by Nomura Research
- PSA Today 6 Oct: Japan hits 48,000; Takaichi's win sees defence, IC stocks soar / Is this really “pin your ears back” time for the N225? / Nvidia tie-up boosts Yaskawa / US domestic auto prod'n reward system extension – Nikkei 225 +475% | by Pelham Smithers Associates Ltd
- Japan equity memo: Monitoring Sanaenomics-related stocks - Basing views on past comments, book, and AI Sanae by Nomura Research