Sector Capsule: Menswear in China
Menswear sales rise by 4% in value in 2017, reaching CNY535 billion Enlarged consumer group and enhanced purchasing power underpin growth in...
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Sector Capsule: Womenswear in China
Womenswear hits CNY923 billion in retail value sales in 2017, up by 6% on 2016 Personalised style prevails, especially among young consumers,...
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Last Week in Event SPACE: Fast Retailing, Samsung, Yakult, JCNC, CCASS
Last week, a compendium piece on potential changes to the Nikkei 225, setting the stage for a big short in Fast Retailing Co Ltd (9983 JP); a...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Last Week in Event SPACE -Â Fast Retailing, Hyundai Heavy, Japan Display, Qualcomm, Intouch
Last week, Fast Retailing Co Ltd (9983 JP)Â may be materially impacted should the BOJ revamp its purchase programs; a decent arb return in Hyundai...
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