Smartkarma’s Week That Was in JP/KR: Photo Sessions on Mt. Baektu, Samsung C&T, and Asahi Intecc
In this report, we highlight the key reports on Japan and Korea that have been published on Smartkarma in the past two weeks. We also provided a...
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Consumption Diary: Retail Trends - Online Seeks Offline to Spur Growth; Plus Picks @Smartkarma
Highlights of this week's consumption diary: Retail trends in Grocery: Click n Mortar gaining ground. Recent reports of Amazon acquiring control...
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Walmart Launches E-Commerce with Rakuten: The Last Chance to Make It in Japan?
Walmart (WMT US) has worked hard to bring its Japanese subsidiary, Seiyu, around since buying the ailing GMS retailer 16 years ago. While it has...
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May Unemployment Report–ANTYA Maintains View–Negative for EM Currencies, Bonds and The Japanese Yen
The U.S. economy is firing on all cylinders. The Fed is bound to stay the course and, in our belief, will deliver more rate hikes than the market...
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Week Ahead in Global Macro: Japan/EZ GDP/CPI, China FAI/Liu He, US Retails, EM MPCs (BCB, CBE, BI)
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We pulled the trigger on two conditional...
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