Japan Retail: Who Owns Who in 2018: Never Have so Many Been Owned by so Few
When your home country population is shrinking, and the number of active consumers falling even faster, there are just four options to...
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Japan: Sector Weight 3 Month Change - Bi-Polar With A Twist
INTERNET, TELECOMS & HEALTHCARE ▲ RETAIL, RESTAURANTS & RAILWAYS▼- Domestic non-financial sectors continue to shine in Japan. However, in...
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Japanese E-Commerce Breaks ¥16.5 Trillion in FY2017
The Ministry of Economy, Trade & Industry (METI)’s annual e-commerce survey confirms strong growth in 2017, up 9.5% on the previous year....
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Seven Eleven’s New ‘Net Conbini’ to Advance Disruption in Food Retailing
Seven & I (3382 JP) announced the next phase in its omnichannel strategy last month. It will roll out its Seven Net Conbini service across...
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BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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