'Experiential Travel' Could Dampen Sales of Luxury Goods For Years; Avoid Luxury Retailers
Asian tourism demand generally remains strong, with departures from key markets all up YTD in 2016. However, shopping by Asian tourists (and...
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Structural Reform I: The Japanese Financial Sector
In Why Overcoming Deflation Is Not Enough Part III: Corporate Governance, we argued that corporate governance is pivotal to successful structural...
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Melco Holdings BuyBack: Start of a Trend?
The decision by Melco Holdings to buy back 15% of outstanding shares is an announcement that is likely to be picked up by a few lucky holders of...
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Japanese Elections: "Abenomics" Versus a Move to the Right
In the shadow of the EU referendum, rising support for conservative political factions among disaffected voters seems to have rubbed off on Japan,...
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