Japan Inbound Traffic Down 93% in March but Arrivals Spend and Spend
Inevitably, inbound tourist numbers plummeted in March which meant that spending overall also collapsed. The good news, though, is that those who...
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🇯🇵 JAPAN • Results & Revisions 13th May - Matsumotokiyoshi, Fuji Media, Seino
In the DETAIL below, we shall review the results, revisions and initial forecast announcements made by larger-cap companies yesterday:- The...
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Japanese Drugstores: With Maturity Comes Marriage
The following is an in-depth review of the drugstore sector and the impact of the Cocokara Fine and Matsukiyo merger on other key drugstore stocks,...
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Overweight Global Technology & Industrials
In this report we highlight attractive and actionable themes within developed int’l markets: Technology and Industrials continue to be two of the...
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Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
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