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.

Thematic (Sector/Industry)

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. Japanese apparel and footwear market is set to shrink

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies operating in manufacturing and their impact on the Japanese apparel and footwear market. Japanese apparel and footwear market is set to shrink 

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. <a href="https://www.smartkarma.com/insights/no-coal-exports-from-north-korea-to-china-in-2017-turning-off-the-money-spigot-to-north-korea" target="_blank" data-smartkarma-citation="insights:8882">No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?</a>After the United Nations Security Council passed a resolution to toughen…

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be both short-medium term positive for seaborne coal demand and in turn support the dry bulk market. Please see Douglas Kim's take to understand the politics behind the decision. No Coal Exports from North Korea to China in 2017 - Turning Off the Money Spigot to North Korea?After the United Nations Security Council passed a resolution to toughen…

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on the back of a royal transition and general elections scheduled late in the year.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget 2017, and what impact it would have on businesses operating in India.

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

APAC Investment Strategy, Animal Spirits Report, Quiddity Advisors

Paul M. Kitney, PhD

APAC Investment Strategy, Animal Spirits Report

Quiddity Advisors

Pan-Asia Catalysts/Events

<h2>Executive Summary</h2><ul>
<li>Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in the USD is temporary and a strong dollar is not dependent on Fiscal Trumponomics</li>
<li>We continue to like Japan and prefer China over India. Animal Spirits is neutral on Emerging Markets.</li>
<li>APAC financials call remains in place.</li>
<li>Macau Tourism play continues to be favored within the Chinese consumer discretionary space.</li>
<li>We continue to avoid "bond proxy" dividend…</li>
</ul>

Executive Summary
Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in the USD is temporary and a strong dollar is not dependent on Fiscal Trumponomics
We continue to like Japan and prefer China over India. Animal Spirits is neutral on Emerging Markets.
APAC financials call remains in place.
Macau Tourism play continues to be favored within the Chinese consumer discretionary space.
We continue to avoid "bond proxy" dividend…


ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics

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.

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Japan Post Holdings (6178 JP)

Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)

In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...

Euromonitor International Ltd.

China's Ban on North Korean Coal Imports to Aid Sea Borne Trade

China’s Ban on North Korean Coal Imports to Aid Sea Borne Trade News over the weekend that China will stop importing coal from North Korea will be...

Drewry Maritime Financial Research

Thailand's Troubled Transition

Harrison Cheng, Senior Analyst-South East Asia, Control Risks shares his insights on how political instability in Thailand will increase in 2017 on...

Control Risks

Budget 2017: As the World Looks On, India Moves Slowly Towards a Cleaner Economy

James Owen, Senior Partner, Control Risks shares his insights on the anti-corruption and regulatory compliance emphasis in India’s Union Budget...

Control Risks

ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics

Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...

Paul M. Kitney, PhD

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)