Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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Japan: Higher Consumption Tax Slides Smoothly into Place
The consumption tax was raised from 8% to 10% at the beginning of October, five years after the government reluctantly raised it from 5% to 8%.This...
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Hell Will Freeze over And (Some) Japanese Department Stores Will Increase OPM
As our review posted today of the department store sector makes clear (Japanese Department Stores 2018-19: Taking New Risks Creates Opportunity),...
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Japanese Department Stores 2018-19: Taking New Risks Creates Opportunity
The department store sector witnessed a small drop in sales in FY2018 but, considering the large number of closures and conversions, this was a...
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Japan Retail Review and Ranking 2018-19: Profit Growth Slowing as Competition Increases
The following is an in-depth review of the retail sector results for 2018-19 giving investors a quick overview of the strengths and weaknesses in...
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