Japan Consumer Discretionary: Benefiting from China's Downfall
Against a backdrop of plummeting exposure in China Consumer Discretionary stocks, active Global managers have pivoted towards the Japan Consumer...
412 Views
🇯🇵 JAPAN • Results & Revisions 03/12 - Ya-Man, Tanseisha & Sharp
We resume our regular coverage of Japan's results and revision announcements...............................................................
327 Views
Smartkarma Originals
Male Grooming in Asia: Blooming Prospects. Skincare to Drive Growth
Steady expansion in the Male grooming sector in China & India is led by a generational shift in grooming habits and not a passing fad. Only a few...
1.2k Views
🇯🇵 JAPAN • Results & Revisions 10/29 - Fanuc, Takeda, Panasonic, Kyocera
• BEST & WORST • Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP). Source for all charts & tables:...
534 Views
Smartkarma Originals
Asian Solar Energy Sector: Powered by Subsidies and Moving Downstream
The Insight is structured as follows: A. Solar Energy Industry Background – Introduction to the Solar energy Industry B. A Deep Dive into the Three...
1.2k Views