Online Food Demand Brings New Ideas and Innovations
E-commerce has less than 3% share of food retailing in Japan but this is about to change and fast. Amazon/Life is leading but Aeon, Rakuten and...
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Amazon Fresh Forces Catch-Up Scramble in Online Food Retailing in Japan
Amazon Fresh is now a year old in Japan, and to mark its anniversary Amazon (AMZN US) added new links to recipe apps and continues to expand its...
182 Views
I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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Trump Victory Brings Uncertainty to Auto Sector Around U.S. Trade Agreements
Many automotive stocks declined on the morning of Nov. 9 on fear of a Donald Trump presidency. We think selling for now is due to massive...
702 Views
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...
235 Views