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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Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
734 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...
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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
Global Equity Strategy: Another Test of Support
Heightened trade tensions have caused global equities to move from resistance to support in a matter of days. Additional consolidation - i.e., no...
549 Views