Developed Markets Strategy: Stick with Japan
Despite EAFE’s YTD outperformance relative to EM, EAFE and EM returns have generally been equal since August, shown by the stalemate in the EAFE...
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ZOZO: From Here to Tender Close
On 11 September 2019, Z Holdings (4689 JP) announced it would buy a stake in ZOZO Inc (3092 JP) of a minimum of 101.97mm shares (33.4%) up to...
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Japan: Higher Consumption Tax Slides Smoothly into Place
The consumption tax was raised from 8% to 10% at the beginning of October, five years after the government reluctantly raised it from 5% to 8%.This...
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Seven & I Opens Truly New Concept Mixing Convenience and Supermarket Range
Seven & I has opened a new concept store. Unusually for a company that prefers to make incremental adjustments rather than major changes, the...
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Japan Retail Review and Ranking 2018-19: Profit Growth Slowing as Competition Increases
The following is an in-depth review of the retail sector results for 2018-19 giving investors a quick overview of the strengths and weaknesses in...
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