NTT DoCoMo Results Mixed in 4Q17/18
Our friends at Morningstar have already commented on the NTT Docomo (9437 JP) 4Q17/18 (March) results in NTT DoCoMo results in line but Rakuten...
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Wal-Mart CEO Feedback – a Change of Strategy in Asia
We participated in a conf. call with the CEO of Wal-Mart International this week who gave some insight into Wal-Mart’s evolving M&A strategy in...
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Disruption by Decentralization?
Blockchain is full of promise. Investment in the space totals billions of dollars. Large corporations, venture capital funds, and initial coin...
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Japan Sector Weights : 3 Month Incremental Change - Domestic Sectors â–˛ Global Sectors â–Ľ
TOPIX SECTOR CLASSIFICATIONS ARE 50 YEARS OLD - The TOPIX 17 and TOPIX 33 Sectors that most analysts use to monitor sectoral performance were first...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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