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 Telcos: Rakuten Is Allocated 4G Spectrum (1.7GHZ). Now the Hard Work Begins
After some delay, the Japanese telecom regulator (Ministry of Industry Affairs and Communications) announced its 4G spectrum allocation last...
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Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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All Eyes on Rakuten's Plans as Japanese Telcos Remain Sidelined by Investors
Share prices for Japanese telcos have settled at lower levels since Rakuten's (4755 JP) spectrum announcement. This weakness has come despite...
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