Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Thematic (Sector/Industry)

<ul>
<li>Shopping malls are now trading at pre-pandemic levels again and developers and tenants alike are much more upbeat and optimistic about the future. </li>
<li>The pandemic, alongside competition from e-commerce, has left its mark but this has mostly been a good thing, forcing more proactive management of malls.</li>
<li>Profitability remains a concern but rents are up for some and more efficiencies are being introduced through digitisation.</li>
</ul>


Shopping malls are now trading at pre-pandemic levels again and developers and tenants alike are much more upbeat and optimistic about the future. 
The pandemic, alongside competition from e-commerce, has left its mark but this has mostly been a good thing, forcing more proactive management of malls.
Profitability remains a concern but rents are up for some and more efficiencies are being introduced through digitisation.


Japan Shopping Malls: More Proactive and Disciplined Post-Covid

Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Cross Asset Strategy

<ul>
<li>A shift in composition needed in a Japanese portfolio this year</li>
<li>A weaker US and Japanese economy together with a stronger Yen will  make sector allocation key.</li>
<li>Some sectors to avoid or invest in during this next phase.</li>
</ul>


A shift in composition needed in a Japanese portfolio this year
A weaker US and Japanese economy together with a stronger Yen will  make sector allocation key.
Some sectors to avoid or invest in during this next phase.


2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4

Japan Specialist

Mark Chadwick

<ul>
<li>OVERSEAS.  Equities sink on China Worries; China enacts emergency rate cuts; Stops publishing youth employment data; Strong US Retail sales pushes Yields; New US Bank regulation to hit profits</li>
<li>JAPAN. NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action says Fin Minister; JP GDP beats expectations; Typhoon Lan rips Western Japan </li>
<li>NUGGET.  Japan Post Holdings -300 billion yen share buyback;  With a pile of cash from Japan Post Bank Sale (1.2 trillion to be exact), we think this just the start</li>
</ul>


OVERSEAS.  Equities sink on China Worries; China enacts emergency rate cuts; Stops publishing youth employment data; Strong US Retail sales pushes Yields; New US Bank regulation to hit profits
JAPAN. NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action says Fin Minister; JP GDP beats expectations; Typhoon Lan rips Western Japan 
NUGGET.  Japan Post Holdings -300 billion yen share buyback;  With a pile of cash from Japan Post Bank Sale (1.2 trillion to be exact), we think this just the start


Ohayo Japan|China Worries Sinks Equities; NUGGET: Japan Post Holdings - More Behind

<ul>
<li>OVERSEAS.  EUR STOXX600 -1% as hikes, recession fears, overbought markets sap risk;  US-China Tensions Eases after Blinken China Trip; Ford Chairman Says US still can't Compete with China on EVs</li>
<li>JAPAN. NKY Futs -0.2% vs Cash; Japan likely starts on backfoot US out and European Sell off;  Interest in investing in Japan spreading to start-ups; Uniqlo headwinds-China, China</li>
<li>NUGGET. Nikkei reported that Japanese Retail (Mrs Watanabe) fx traders turned momentum in FX; Watch for when that happens in Equities...</li>
</ul>


OVERSEAS.  EUR STOXX600 -1% as hikes, recession fears, overbought markets sap risk;  US-China Tensions Eases after Blinken China Trip; Ford Chairman Says US still can't Compete with China on EVs
JAPAN. NKY Futs -0.2% vs Cash; Japan likely starts on backfoot US out and European Sell off;  Interest in investing in Japan spreading to start-ups; Uniqlo headwinds-China, China
NUGGET. Nikkei reported that Japanese Retail (Mrs Watanabe) fx traders turned momentum in FX; Watch for when that happens in Equities...


Ohayo Japan| Europe Sells Off; NUGGET: Mrs Watanabe-Now Momentum FX; Watch for Retail Equity Shift

<ul>
<li>OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford</li>
<li>JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. </li>
<li>NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..</li>
</ul>


OVERSEAS.  Surge in Jobless Claims lifts Bonds,  rejuvinates Tech, and pushes SPX into Bull market territory ; Fed PAUSE seems a done deal; Another win for TESLA-GM joins Ford
JAPAN. NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal, now look for the reversal of that reversal !   Major SQ today. Remain bullish Japan. 
NUGGET. Embrace Activists - Says JPX CEO.  JPX playing their part; Investors doing their part. Corporates, your turn...still a lot to do..


Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

Japan

Japan Post Holdings Co. Ltd. operates post stations, banks, and insurance business. The Company offers letters and goods transportation services, stamp sales, deposits, loans, and insurance products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Japan Post Holdings (6178 JP)

Japan Shopping Malls: More Proactive and Disciplined Post-Covid

Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...

Michael Causton

2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4

In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...

Rikki Malik

Ohayo Japan|China Worries Sinks Equities; NUGGET: Japan Post Holdings - More Behind

China worries sinks equities; NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action as needed; JP GDP...

Mark Chadwick

Ohayo Japan| Europe Sells Off; NUGGET: Mrs Watanabe-Now Momentum FX; Watch for Retail Equity Shift

Europe DOWN; US out; NKY Futs -0.2% vs Cash; Japan likely starts on backfoot US out and European Sell off; Interest in investing in Japan...

Mark Chadwick

Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

SPX Bull Market after Surge in Jobless Claims;NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal; NEXT: reversal of that...

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Japan Shopping Malls: More Proactive and Disciplined Post-Covid

​Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...

Michael Causton

2024 High Conviction Idea: The Case for a Rotation Out of Japan into Hong Kong - Part 4

​In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...

Rikki Malik

Ohayo Japan|China Worries Sinks Equities; NUGGET: Japan Post Holdings - More Behind

China worries sinks equities; NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action as needed; JP GDP...

Mark Chadwick

Ohayo Japan| Europe Sells Off; NUGGET: Mrs Watanabe-Now Momentum FX; Watch for Retail Equity Shift

Europe DOWN; US out; NKY Futs -0.2% vs Cash; Japan likely starts on backfoot US out and European Sell off; Interest in investing in Japan...

Mark Chadwick

Ohayo Japan |Jobless Claims Surge Powers SPX to Bull Mkt; NUGGET: Embrace Activists ! Says JPX CEO

SPX Bull Market after Surge in Jobless Claims;NKY Futs +0.6% vs Cash; After yesterdays, stunning Value vs Growth reversal; NEXT: reversal of that...

Mark Chadwick

Shopping malls rebound to pre-pandemic levels, prompting optimism for the future as better management drives efficiency. This is an in-depth...

In light of a weaker US and Japanese economy and a stronger Yen, sector allocation is crucial for Japanese portfolios this year. Certain sectors...