NTT 2022 Consensus Has *almost* Caught Up To Pro-Forma - But It's Still Probably Low
NTT Street Consensus for FY21-23 should have had a jump shift at the end of September last year. It did not. It slowly drifted higher. I expect a...
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Amazon Adds Partnership with Valor in Race for Japan Online Food Retail Leadership
Amazon is reaching out to the leading supermarkets in each region to create a network of supply and delivery points for its online supermarket in...
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Zozo Villa Reborn
Key to Zozo's revival is category expansion. The latest are cosmetics and luxury, with the latter in particular expected to deliver higher shipment...
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Gamechanger: Rakuten’s Win-Win Alliance with Japan Post
Japan Post's investment in Rakuten is a genuinely seismic shift in the balance of power in digital ecosystems in Japan, bolstering Rakuten where it...
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Global Emerging Markets Weekly: 2 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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