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...
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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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