Smartkarma Originals
Tencent Bull Case: Buy the Online Community Empire, Not Just a Game Operator
We believe the online community WeChat is the real main business of Tencent, because WeChat’s user base supports all business lines in Tencent and...
900 Views
Japan Fashion E-Commerce Review: More Competition Coming for ZOZO and Rakuten
Fashion is already the largest single category online, but it also a sector that is developing rapidly. While the bulk of sales come from the...
490 Views
🇯🇵 Japan • Fortnightly Update - "UnCh"
UnCh - Japanese equities are unchanged in US dollar terms over both three and six months. The Bank of Japan has intervened on 42 of the 121 trading...
463 Views
Japan E-Commerce: Digital to Influence 45% of All Retail Sales by 2025
E-commerce is set to account for 15% of retail sales in 2025, double the size of any other channel, and become the biggest channel for physical...
1k Views
🇰🇷 🇯🇵 Smartkarma North Asia • That Was The Week That Was - 18th-24th March 2019
- TW3 NORTH ASIA - This week in North Asia the Smartkarma team Insights were more Bearish than Bullish. Close Outs or Sales were recommended on:...
484 Views