Japan Display Inc: The Anti-OLED Play
We visited Japan Display Inc (6740 JP) and came away re-assessing some of our initial assumptions. The most significant impression we had was of...
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The Week That Was in NorthAsia@Smartkarma
This is the second report of "The Week That Was in North Asia@Smartkarma". This is a collaborative report among Travis Lundy, Mio Kato, CFA,...
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Can Tech Save the Declining Japanese Apparel Industry? : FashionTech Series (3/3)
In this last of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at companies operating CtoC sales...
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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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China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment
2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...
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