The Week that Was in ASEAN@Smartkarma - Political Pessimism, Indo Retail, and Philippines Gaming
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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TOPIX FFW Changes for October 2018
Friday night after the close, the TSE announced the changes to the revisions to the constituents of the TOPIX New Index Series (i.e. the sub-series...
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Daily Convenience Shopping: The 3 Best Stock Ideas from Asia Ex-Japan
Are you male? Do you eat home-cooked food? If your answer to my first question was Yes, and to the second was No, you would have fit into the prime...
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Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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Donki’s Magic Touch
Don Quijote (7532 JP) is a unique business, and few predicted its messy, jam-packed stores and eclectic merchandise mix would lead it to the top of...
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