Uniqlo: The Toyota of Clothing
Uniqlo's branding is at last coming together outside Japan. For the first time, we finally believe Fast Retailing may be on track for global...
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India Internet & Consumer Weekly | Tencent, PayTM, Reliance, H&M
Our objective with this weekly is to highlight notable developments in the India internet and consumer sector focusing on public and private...
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Shrinking & Shifting Personal Consmpn. WFH - Here to Stay? SG/HK Retail Analysis
With Work-from-Home now gaining wider acceptance and could possibly be part of new normal (post-COVID life), we believe there will be lesser need...
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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
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Fast Retailing: Korea Boycott, an Opportunity for Investors
Amidst Korea’s Boycott of Uniqlo lies an opportunity to buy what could be the largest private label apparel company in few years. Fast Retailing’s...
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