Sector Capsule: Bleach in Japan
Retail value sales of bleach registered a 7% current value decline over the course of 2017, falling to JPY4.3 billion The primary functions of...
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2017 China Paper Products Report
Data up to December 2017Online Channel Continuously Gaining Share; Japanese Sanitary Napkins Brands to Lead the Overall Market Although offline is...
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Global Equity Strategy
Overwhelmingly, and to take a line from our U.S. Compass report, recent declines have corrected the excess. Where many charts appeared stretched...
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Trading the BOJ-Nikkei 225 Baskets
One week ago in The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards? I discussed the BOJ's past and current ETF purchasing...
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Kao Will Continue to Leverage Its Brand Equity in Asia; Raising FVE to JPY 8,800
We believe Kao Corp (4452 JP) has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human...
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