Zozo Villa Reborn
Key to Zozo's revival is category expansion. The latest are cosmetics and luxury, with the latter in particular expected to deliver higher shipment...
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Gamechanger: Rakuten’s Win-Win Alliance with Japan Post
Japan Post's investment in Rakuten is a genuinely seismic shift in the balance of power in digital ecosystems in Japan, bolstering Rakuten where it...
546 Views
Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Softbank – Is Archegos the Bear Stearns CDO Funds in the Coalmine?
With a lot of signs of market stress emerging following a truly bubbly run up in 2020 we examine the prospects for a stock that has traditionally...
522 Views
Mercari’s Relentless Innovation Opens Closets
Mercari now dominates CtoC trading in Japan and is so big a Tax Office department is names after it. Competitors are circling, particularly Z...
368 Views