Japan's Home Centre Market up 0.5% but More Differentiation Needed
The Japanese home centre market grew marginally last year. While the top companies all marked record years the sector as a whole is today saturated...
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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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Retail Ranking FY2017-18: Winners and Losers in Japanese Retailing
JapanConsuming’s retail ranking for FY2017 has now been compiled, and the results show that the retail industry enjoyed another extremely good year...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Quiddity JPX-Nikkei 400 Rebal 2024: End-Jan 2024
Four weeks ago, I suggested going SHORT DELs MED vs the JPX-Nikkei 400 index and since then the SHORTs have underperformed the index by ~3%. I...
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