Global Equities (ACWI-US) Likely to Retest the March Low
We continue to believe global equities (ACWI-US) are likely to test the recent low made on March 23, with an undercut of roughly 10% also in the...
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Japanese E-Commerce Review 2020: Softbank/Z, Rakuten and Amazon to Dominate Further
What statistics are available suggest that Japan lags behind China, USA and the UK in terms of e-commerce penetration but this position overlooks...
769 Views
Convenience Stores: Saturation but Still Growth for Some
The convenience store sector is today the single largest channel in Japanese retailing. Combining both merchandise and digital services, e-commerce...
613 Views
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...
630 Views
Japan Retail Highlights 2018-19: Sector by Sector and Winners in Each Sector
The following provides a snapshot guide to the performance of all the main retail sectors in Japan in 2018-19 sector by sector including winners...
582 Views