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Top Quartile
Michael Causton
Expert on Japan Retail and Consumer Markets
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JapanConsuming
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Location:
Japan
Joined:
15 January 2018
599
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213.7k
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Japan
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Consumer Discretionary & Consumer Staples
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Multi-Asset
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Equity Bottom-Up
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Recent
bullish
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Seven & I Holdings
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08 May 2024 10:00
Seven & I Letting Go of Ito-Yokado at Last?
Seven may consolidate supermarket operations and list in 2027 but will need to make Ito-Yokado profitable and outright sale may be more likely,...
Michael Causton
190 Views
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bullish
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Thematic (Sector/Industry)
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08 May 2024 08:00
Japan Tourist Spending Per Head up 50% on 2019 Amid Record Arrivals
Japan's tourism rebound post-Covid was expected due to high demand, but diverse nationalities and increased spending per visitor are boosting...
Michael Causton
151 Views
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bullish
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Thematic (Sector/Industry)
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25 Apr 2024 07:00
Japan Consumers: Still Cautious Spending but Big Savings Will Unlock when Real Wages Rise
Consumers are still cautious due to inflation, as record high food costs reduce spending in other categories. But savings are high, offering...
Michael Causton
186 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 07:00
Fashion E-Commerce: Physical Stores Grow Faster than Online in Japan
Fashion sector saw a slowdown in online spending post-Covid as shoppers returned to physical stores, impacting overall market growth. Winners in...
Michael Causton
203 Views
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bullish
•
Nitori Holdings
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17 Apr 2024 07:00
Nitori: One of the Best Bets in Japan Consumer Markets
Furniture retailer Nitori to launch online marketplace as part of plans for a tripling of revenue by 2032 through online growth at home overseas...
Michael Causton
205 Views
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