Fast Retailing Shares Expensive, Despite More Positive Outlook for Uniqlo Japan
We left the meeting with Fast Retailing with a more positive outlook on the company’s strategy. We think management is quick to adapt to changes in...
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Korea Stock Market Monthly Recap #3 - (June 2016)
Our portfolio of top picks was up on average 3.0% from its inception on 1 May 2016 to end of June 2016 and during the same period, KOSPI was down...
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JAPAN: How a ToSTNeT-3 Buyback Works
Buybacks (or "own share purchases") by listed companies Japan are likely to be at a record this year. In only the first 5 months of calendar 2016,...
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RRG Proprietary Measure Uses Online Activity to Measure Consumer Sentiment in Asia
RRG Internet Consumer Activity Monitors (ICAMs) and News Flow - Testing the Ability to Identify Media Bias People tend to adjust their answers in...
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Internet TV as an Investment Theme
TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...
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