Stock Ideas from Data Mining Technical Publications: A Look at 5G
5G connectivity is expected to spawn new business and services across sectors. We review the technological positioning of companies competing in...
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Convenience Stores: First Decline in 50 Years
For any investor in Japan's consumer staples sector, the convenience store sector is a key component. The following is an in-depth analysis of the...
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Japanese E-Commerce Growth Continues
Japan is well-known for lagging some markets in e-commerce penetration but sales surged last year to more than 20%. Only Rakuten and Amazon seem to...
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Japan Fintech - Google Push into Mobile Payments Could Raise Competitive Intensity
Google is considering an acquisition that would allow it to compete directly in JP mobile payments. It lacks a direct consumer business but Android...
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Global Fund Positioning in Japan: Underweight and Underowned
With the Nikkei 225 index breaking 30k this month, Global managers remain under-invested and underweight Japan versus the benchmark MSCI All...
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