E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Japan Entering a New Era of Capital Efficiency
For years, ROE among Japanese companies languished in low single digits. No more. The average ROE rose to 9.1% in the fiscal year 2017, clearing...
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Sector Capsule: Apparel Accessories in Singapore
Apparel accessories grew by 1% in current value terms to reach SGD13 million in 2017 Fashion trends help support the continued growth of the...
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Most Seasonally Volatile Names and What to Expect in April.....
It has always fascinated me that in Japan price performance can be so seasonal. Take Toyota Motor Corp (7203 JP) for instance, over the last 30...
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Sector Capsule: Womenswear in Thailand
Womenswear current retail value sales grow by 5% in 2017 to reach THB104 billion The active beauty trend fuels growth in womenswear Standard...
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