Primer: Goldwin Inc (8111 JP) - Apr 2026
Goldwin's primary growth and profitability engine is its perpetual ownership of The North Face (TNF) brand rights in Japan and South Korea,...
210 Views
[Japan M&A] Who Owns Who in Fashion & Lifestyle Markets
Recent years have seen a surge in deals between Japanese and foreign companies in lifestyle/fashion, driven by consolidation and category...
1.5k Views
Japan Morning Connection: Markets Creaking Under the Weight of Poor Demand for US Bonds
Investors shift to risk-off mode due to concerns over US's fiscal stability. Banks, R/E, consumer disc and home builders fall. Infineon's NVDA...
283 Views
Japan Morning Connection: Rough Start with US Meltdown but Trump Showing Willingness to Negotiate
Tech/AI/banks suffer big losses in selloff, Intel gains on agreement with TSMC, Secretary of State Rubio urges EU to increase defense spending.
321 Views
Japanese Prices Rise Again; 60% of Consumers Feeling the Pinch and Looking for Better Value
Japanese consumer markets have three big trends: higher prices/squeezed incomes, doubling of single households and more people feeling the pinch....
453 Views