NTT (9432 JP) Buyback Proceeding Apace - Big Impact (Stay Long)
NTT (Nippon Telegraph & Telephone) (9432 JP) and NTT Docomo Inc (9437 JP) have been push-me-pull-you on buybacks with NTT doing a buyback, then...
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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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