The Polarising Pandemic in Japanese Retail
A complete review of the Japanese retail sector in the last 18 months, format by format, category by category, providing key trends and winners &...
259 Views
Interiors Long-Term Growth in Japan a Plus for Nitori
Japan's interiors consumption has been one of the few categories to grow consistently and will continue to grow steadily as Japanese appetite for...
302 Views
Japan's Consumer Electronics Retailers Face Tough Outlook
Don't expect much growth from Japan's consumer electronics retailers. With market saturation and waning demand, there is trouble ahead and possibly...
181 Views
Screening the Silk Road: Q1 2021 All Cap Screening - Free Cashflow (FCF)
With the value/growth investment style ratio at 20-year lows, we present 27 names which hold characteristics worthy of further review.
224 Views
Japan Retail Review 2019-20 Part II: A Sector by Sector Review of Winners and Losers
At least until the Covid-19 crisis hit Japan in January, the majority of retailers were gearing up to announce yet another really good year of...
270 Views