Japan's Fashion E-Commerce Evolving into Dynamic and Seamless Omnichannel, Winners Will Take All
Japan's fashion e-commerce sector offers major growth stories among both online malls and physical retailers making a successful transition to...
499 Views
Good Morning Japan |Jobs Galore - Strong NFP; Watch for the Fed Hawks; NUGGET: Kuroda Exits..a Hero?
SDJPY 132.2, weaker post US Non Farm Payrolls. We are likely to see some beta-led reversals of losses observed in the latter half of last week....
519 Views
Japanese E-Commerce Big Review: Still Taking Market Share as Omnichannel Becomes the Norm
Japanese e-commerce continues to take more share from other retail channels but Japan is developing a sophisticated omnichannel model where stores...
579 Views
Merger Arb Mondays (10 Aug) - GJTAI, Con Aero, Get Nice, Cygnus, OOh!Media, Digital Hearts, JPMC
I summarise the latest spreads and newsflow for the merger arb situations covered across Hong Kong, Australia, NZ, Singapore, Japan, Indonesia,...
159 Views
Good Morning Japan |GOLDILOCKS?: Higher Rates, Strong USD=Higher Equities; In JP, Mr Yen Says 120
NKY Futs +0.4% vs Cash; USDJPY weakens to 134.1. Weak yen to dominate today as strong US macro datapoints drive up the USD. A strong US economy...
451 Views