In today’s briefing:
- Japanese Retailer Red Alert Is the Reddest Ever
- GAME OVER: Inside India’s Real Money Gaming Ban
- Exencial Industry Tidings 21/08/2025
Japanese Retailer Red Alert Is the Reddest Ever
- Japan maybe facing an unprecedented heat wave this fall, threatening retailers’ profits as high-end seasonal items may not sell
- Six major retailers, including Fast Retailing, are at risk of serious profit declines if the weather forecasts are accurate. That’s a big “IF”, but wait, there’s more.
- U.S. tariffs on clothing could devastate Fast Retailing’s profits there, potentially forcing them to withdraw from the U.S. market.
GAME OVER: Inside India’s Real Money Gaming Ban
- The Lok Sabha has passed the “Promotion and Regulation of Online Gaming Bill, 2025,” which imposes a blanket ban on all online games involving money, regardless of skill or chance.
- This legislation, combined with the earlier 28% GST on the full face value, signals a clear stance against the RMG sector, A INR 2 lakh crore industry.
- The regulatory and tax changes have put the future of India’s real money gaming industry at a critical stage, forcing companies to pivot or face potential collapse.
Exencial Industry Tidings 21/08/2025
- Floriculture industry’s sales decline by 43.8% in June 2025 quarter
- India takes urgent steps to secure urea supply amid surge in demand
- Plastic films & flexible packaging industry’s sales grow by 9% in June 2025 quarter
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