INSIGHT PROVIDER
Top Quartile
Michael Causton

Michael Causton
Expert on Japan Retail and Consumer Markets
JapanConsuming

734
Insights
366.5k
Views
542
Followers
Japan Consumer Discretionary & Consumer Staples Multi-Asset Thematic (Sector/Industry) Equity Bottom-Up

Top Sectors

Consumer Discretionary
52%
Consumer Staples
34%
Information Technology
5%
Industrials
3%
Communication Services
2%
Health Care
1%
Real Estate
1%
Financials
0%
Materials
0%
Utilities
0%

Top Verticals

Equity Bottom-Up
60%
Thematic (Sector/Industry)
30%
Event-Driven
8%
Equity Capital Markets
1%
Private Capital Markets
1%

Top Entities

Seven & I Holdings
193
Aeon Co Ltd
189
Rakuten
143
Lawson Inc
102
Amazon
99
ZOZO Inc
95
Fast Retailing
87
LY
86
Pan Pacific International Holdings
84
Ryohin Keikaku
83

Top Countries

Japan
89.9%
United States
1.3%
Germany
0.2%
Switzerland
0.2%
Bahrain
0.1%
Oman
0.1%
Palestine
0.1%
Norway
0.1%
Austria
0.1%
Croatia
0.1%
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