Watches 2016 and Beyond: How Will Asia Move from Here?
Asia continues to be a key contributor to the watch market globally, accounting for 46% of the world’s watch sales. However, top watch and luxury...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
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July Tourism &Â Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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Sharp: TOPIX Exclusion an Interesting (Albeit Scary) Opportunity
In my recent piece on the Nikkei 225 changes, I quickly moved to say the Yamaha Motors (7272 JP)  Nikkei 225 inclusion was non-negligible. The...
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