Yamada Denki's Acquisition of Otsuka Kagu Won't Save Otsuka but Will Help Yamada Go After Nitori
Yamada Denki (9831 JP)Â is the largest consumer electronics retailer, not the best sector to be in right now, while Otsuka Kagu Ltd (8186...
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Nitori the Fashion Chain
Akio Nitori, the founder and chairman of the hit interiors chain of the same name, has been talking about diversifying into the fashion business...
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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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Japanese Step Outside: Outdoor Market Jumps 7.5% as Workman Aims for Leadership
The outdoor market is one of the few really bright spots in the Japanese discretionary consumer economy.For the last five years, it has expanded...
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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...
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