Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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Our Is the Demise of the Diesel Imminent or Exaggerated?
A Diesel Dilemma. Our Take on Diesel Passenger VehiclesDiesel engine powertrains have come under heightened scrutiny with the revelation of...
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Smiggle International Set to Expand Premier Investments'Offshore Footprint
Premier Investments recently updated the market on its international expansion plans, with the company poised to accelerate the U.K. expansion of...
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The 3D Printing Revolution and Its Impact on the Apparel Industry
A Possible Future Disruptive Technology ? In our opinion, as fashion trends change to reflect the values and cultural identity of the times,...
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Takeaways From Meeting With Fast Retailing Management; Long-Term Thesis Intact
After our meeting yesterday with Fast Retailing's management, we are maintaining our fair value estimate at JPY 31,000 per share. We believe that...
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