MM143: Nvidia Earnings, Cocoa Beans and Japan...

Artificial intelligence is rapidly changing investment banking, but what does that actually mean for M&A professionals and students looking to break into the industry?In this episode of the Market Maker Podcast, Anthony Cheung and Stephen Barnett explore how AI is being used acro ...  Show more

The SpaceX IPO has captured the world's attention, but away from the headlines there are some major macroeconomic developments investors should be watching.In this episode of the Market Maker Podcast, Anthony Cheung and Piers Curran break down the latest US inflation report, disc ...  Show more

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ...  Show more

It’s fair to say that Japan is back and that its deflationary years are arguably behind it. The Asian nation may also be in just the right place to win big on today’s shifting geopolitical landscape.

Japan is full of high-quality companies, its stock market just hit a 3 ...

Many investors believe that the value of Japanese stocks will dip as the yen gets stronger. Here’s why we’re forecasting ~10% growth.

----- Transcript -----

Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Marke ...

Japanese stocks are suddenly soaring, with the Nikkei 225 hitting an all-time high this week after decades of languishing. Warren Buffett has been upping his stakes in Japanese companies and activist investors are taking an interest in the market for the first time in decades. An ...  Show more