Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
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Global Equity Strategy: Reason For Caution; Actionable Themes: Services/Technology & Staples
With interest rates expected to move sideways to lower, we recommend a mix of growth and defensive Sectors. Today we focus on Services/Technology...
197 Views
Izumi Focus on Food and Online Should Improve Margins
Izumi has been one of the few decent performers among GMS retailers in the past five years but now looks under increasing pressure - despite new...
187 Views
FY2020 Proves Better than Expected for Japan Retail but Savings Surge
A bad year for dept. stores and sectors like apparel (with more bad news to come) but a great one for drugstores, electronics and food. Savings...
183 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
359 Views