July Tourism & Macro Data Suggest Coach Q1 FY17 Will Disappoint
Coach Inc (COH US) fell another -2.3% today in the US after an analyst downgrade, and the stock is down -14.4% since reporting unexciting Q4 FY16...
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Tourism Trends and China
In-bound tourism to China appears to be in decline, albeit slowly. At the same time, foreign travel by Chinese residents has grown rapidly, driven...
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Nexon - Trouble at Mill?
Japan-listed mobile gaming stocks in general had a bad June quarter. One or two (Gree, Colopl) had bad results, some (Gungho, Mixi) had results...
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Japanese Policy Measures Likely to Be Ramped up Ahead of July Elections
* The BoJ's move to negative rates failed to calm markets and may have exacerbated the sell-off* There are however strong reasons for expecting...
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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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