Japanese Household Expenditure in 2021 and Beyond: Which Retailers Will Benefit?
Japanese spent more on homes and less on clothes in the last two years but they also added to their savings. This insight analyses the key...
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Japan Shopping Centres 2020-21 Review: A Shocking Year
A good window into Japanese retail performance is the performance of shopping malls. This is an in-depth review, including rankings of the best...
167 Views
PHC Holdings Pre-IPO - Thoughts on Valuation
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO. The company is...
310 Views
PHC Holdings Pre-IPO - Peer Comparison
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO. The company is...
254 Views
Global Equity Strategy: Mixed Market Environment Continues As Yields Break Down
The Hang Seng, EURO STOXX 50, MSCI ACWI ex-US, and MSCI EAFE display bearish short-term inflections and 10-year yields in the US and Germany are...
168 Views