China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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The Week That Was in NorthAsia@Smartkarma - Jelly Drinks, Dental Implants, & Tires
This is the inaugural report of "The Week That Was in North Asia@Smartkarma. This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
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New FY1 PEs Could Be Even Lower Given Strong YTD Numbers in Japan......
We all know that Analysts rarely put a lot of effort into FY2 numbers until close to the end of FY1. If you did not know that please contact me I...
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Can Tech Save The Declining Japanese Apparel Industry? FashionTech Series (1/3)
In this first of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at BtoB start-up companies...
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