GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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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...
220 Views
Mar24 Nikkei 225 Rebal: Zozo (3092) And Other ADDs Update
The Mar24 N225 rebal has 5 days to run. So far, 3 of 4 stocks ADDed or UPweighted are up vs N225. DELETEs are down. There is a big funding sell....
547 Views
KDDI and Lawson: Building an Ecosystem from a Base of Loyalty Points
KDDI's acquisition of 50% of Lawson is probably a strategic move towards building an ecosystem to compete with Rakuten and LY, using loyalty...
314 Views
E-Commerce in Japan: Omnichannel Consolidation
E-commerce growth in Japan remains strong post-Covid, set to overtake convenience stores by 2025-26, with omnichannel model becoming dominant for...
231 Views