FAST RETAILING UNSP/ADR

The article suggests that despite recent institutional optimism towards Japanese equities, the Adhishthana Principles model indicates a more cautious outlook, with potential sell-offs and limited long-term upside until late 2028 or early 2029.

Related tickers: ISHNF, FRCOY, TOELY, ATEYY, SFTBY, KDDIY.

The article discusses the recent earnings report of Alphabet, the parent company of Google, and the performance of its Google Cloud segment. It also covers the issues faced by Super Micro Computer, a data center storage solutions provider, and the resignation of its auditor, Ernst & Young. Additionally, the article examines the growth and business model of the Japanese clothing retailer, Fast Retailing, and its UNIQLO brand.

Related tickers: GOOG, GOOGL, SMCI, FRCOY.