As a tech-focused industry Research Analyst, I aim to provide differentiated insights, whether it is for investing, trading, or informational reasons. For this purpose, I am not a classical equity researcher from the financial sector, but, I come from the IT world as the Director of Keylogin InfoTech and my insights are based on my own experience investing for 25 years.Also, my research is often backed by analytics and I make frequent use of charts to support my position.Based on losses during the GFC, I am ...

Group 1 - Marubeni has experienced a significant rally of over 35% since March 2023 [1] Group 2 - The analyst has a background in IT and focuses on providing differentiated insights for investing and trading [2] - The analyst emphasizes a moderate approach to investment, particularly after experiencing losses during the Global Financial Crisis [2] - The analyst covers various themes including automated supply chains, Generative AI, and the deflationary nature of software [2]