Overcoming Deflation Is Not Enough Part II: Japanese Services
The under-performance of Japan's non-IT sector was our focus last time (see Japan Non-IT Industries: Overcoming Deflation Not Enough ), where we...
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Short Sell Research Vs The Japan Stock Market Blob
Two recent press articles "Muddy Waters and Andrew Left: the short sellers having a ball" (...
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IPhone 7 Implications for Japanese Stocks
Given that the iPhone 7 is expected to be pretty similar to the iPhone 6s, it is not surprising that the Japanese stock market has generally shown...
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Japan's 5G Future: The Heavy Lifting Has Already Been Done
When we wrote our first 5G note in 5G Set to Disrupt the Cellular Business Model we laid out arguments on how 5G could be more disruptive to mobile...
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Japan Telecoms' Strong 1Q17 Results Confirm Rising Return Story Is Intact.
Japanese mobile operators posted solid results across the board for 1Q17, driven by ARPU stability and lower device sales. In aggregate, service...
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