Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision. Most likely, the next South Korean Presidential election is likely to take place on May 9th. At this point, Moon Jae-In is the odds on favorite to become the next South Korean President, barring any major last minute catastrophes.Since late last year, the market has been pricing in both the official impeachment of President Park as well as who may…

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision. Most likely, the next South Korean Presidential election is likely to take place on May 9th. At this point, Moon Jae-In is the odds on favorite to become the next South Korean President, barring any major last minute catastrophes.Since late last year, the market has been pricing in both the official impeachment of President Park as well as who may…

Doing bespoke work since 2002....., Custom Products Group

Patrick Hansen

Doing bespoke work since 2002.....

Custom Products Group

Custom Products was started 14 years ago at Lehman Brothers by current co-founder Patrick Hansen, CFA. After 3 years at Lehman, Patrick moved the team to Macquarie Securities where Simon Rigney (co-founder) joined. 3 years ago we took Custom Products independent. 

Our core strength can be summed up three words. 1- Customization - we have very little off the shelf products and most work is done on a one on one bespoke basis. 2- Speed - We pride ourselves in our ability to get requests back to the client very quickly. 3- Confidentiality - We do not redistribute. There is no grace period where we wait a week and then mass blast. Any request stops with that client.

BOJ about to Repeat its 2006 MistakeOn Wednesday, one of the BOJ’s most hawkish members, Takehiro Sato, suggested that achieving 1% inflation later this year could be a sufficient condition to allow 10-Yr JGB yields to rise above the BOJ’s 0.0-0.1% target range. Sato, who will be completing his 5-yr term in July, is correct in arguing that a steeper yield curve is probably healthier in driving economic activity (but this should not preclude driving the current policy rate more negative)…

BOJ about to Repeat its 2006 MistakeOn Wednesday, one of the BOJ’s most hawkish members, Takehiro Sato, suggested that achieving 1% inflation later this year could be a sufficient condition to allow 10-Yr JGB yields to rise above the BOJ’s 0.0-0.1% target range. Sato, who will be completing his 5-yr term in July, is correct in arguing that a steeper yield curve is probably healthier in driving economic activity (but this should not preclude driving the current policy rate more negative)…

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

Fintech, Real-time Big-Data Analytics Provider, Nowcast, Inc.

Ryota Hayashi

Fintech, Real-time Big-Data Analytics Provider

Nowcast, Inc.

We at Nowcast develop "Big-Data Economic Analytics Platforms".  We aim to revolutionize the financial markets by providing "accurate" and "real-time" analytics based on economic indicators and corporate activity data procured worldwide. 

Our Main Services

(1) Real-time Analytics
With our Nikkei CPI Now Index at our core, we provide real time analytics of global economic indicators such as POS Data. By utilizing Big-Data technology, we also provide real-time analytics of micro level data such as corporate earnings. 

(2) Big-Data Application Consulting
We too provide business consultation and conduct joint research on initiatives that strive to use data, such as from the operation capacity of construction machinery to number of passengers on railroad trains, as economic indicators. We provide continuous support to Data Scientists specialized in economics in their proposal stage, product development and up till its business development. 

(3) Monetary Policy Insights
With the proactive involvement of and support from from academicians in macroeconomics & key figures in the financial industry, we produce reports, conduct seminars and meetings that discuss about the forecast of financial markets, provide intellectual suggestions on asset allocation, etc. 

<ul><li>February 2017: BOJ core core rise for 2 consecutive months</li><li>The Nikkei CPINow T index (for January 2017) increased by 0.11%</li><li>The Nikkei CPINow S index (for February 2017) increased by 0.62%</li><li>This February 2017 Review is a part of the monthly report series which looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.</li></ul>

February 2017: BOJ core core rise for 2 consecutive monthsThe Nikkei CPINow T index (for January 2017) increased by 0.11%The Nikkei CPINow S index (for February 2017) increased by 0.62%This February 2017 Review is a part of the monthly report series which looks into analyzing the current developments in Japan's economy based on The Nikkei CPINow S index &amp; T index.

February 2017 Review of Current Developments in Japan's Economy

Japan

iShares MSCI Japan ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Japanese market, as measured by the MSCI Japan Index. The ETF invests in a representative sample of index stocks in a variety of sectors using a market cap weighted "portfolio sampling" technique.

iShares MSCI Japan ETF (EWJ US)

President Park Is Officially Impeached

The South Korean President Park Geun-Hye was officially impeached today, with the South Korean Supreme Court upholding the impeachment decision....

Douglas Kim

BOJ About to Repeat Its 2006 Mistake

BOJ about to Repeat its 2006 MistakeOn Wednesday, one of the BOJ’s most hawkish members, Takehiro Sato, suggested that achieving 1% inflation later...

Custom Products Group

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...

Euromonitor International Ltd.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...

Euromonitor International Ltd.

February 2017 Review of Current Developments in Japan's Economy

February 2017: BOJ core core rise for 2 consecutive months The Nikkei CPINow T index (for January 2017) increased by 0.11% The Nikkei CPINow S...

Nowcast, Inc.