E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
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Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals
The postal service spat between President Trump and Amazon is sad – so sad.Ahead of 1Q results on Thursday, Amazon shares are down c10% over the...
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Hino Motors Posts Stellar 3Q Results; Correction Offers Chance to Accumulate
Hino Motors Ltd (7205 JP) posted stronger than expected 3Q results with reported revenue surpassing even the highest consensus on Bloomberg and...
128 Views
The 'Volatility Volcano' Erupts, as Oil Outlook Remains Inflation Key…
On Dec 18th I wrote that: ‘That issue of deteriorating market depth and the proliferation of highly correlated factor based strategies which are...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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