Global Equity Strategy: Still Cautious Despite Oversold Conditions
Global markets are overdue for a bounce, But a host of uncertainties including are providing a significant headwind for broad developed and...
568 Views
Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
579 Views
Drugstores in Japan: Still Plenty of Growth Ahead
The drugstore sector is the one Japanese retail sector to show consistent growth over the past decade. It is now the leading channel for mass...
468 Views
Sectors Not Correlated to TOPIX - Retailing, Food & Staples Retailing, and Utilities
We recently published a piece looking at Sectors that are highly correlated to TOPIX. In the piece, we highlight the other side. Sectors that are...
371 Views
The Week That Was in NorthAsia@Smartkarma: Korea, Toshiba, and Korea
It has been another great week for risk in otherwise low volatility and low volumes across most markets in the world. In Asia, only Australia,...
270 Views