In today’s briefing:
- Ohayo Japan|US Stocks Fall on Consumer Fears; JAPAN X: Hitachi Inspires with Mgmt Incentive Scheme
- The Japanese Consumer: Spending Again
Ohayo Japan|US Stocks Fall on Consumer Fears; JAPAN X: Hitachi Inspires with Mgmt Incentive Scheme
- OVERSEAS. US Stocks fall as Dicks Sporting and Macy’s raises concerns over US consumer; US Tells China to be more Transparent on Economy; Traders Betting on Blow Out NVIDIA
- JAPAN: NKY Futures -0.3% vs Cash; USDJPY 145.9; Japan Defense Ministry to ask for (another) Record Budget; 2 trillion yen request for GX spend in FY24.
- JAPAN X: Hitachi Introduces Innovative Executive Compensation Plan Tied to Stock Performance Against Competitors. Interesting structure-lights a fire under senior management.
The Japanese Consumer: Spending Again
- The following is an analysis of the latest census data to provide investors in Japanese retail and consumer stocks with background on key consumer behaviour trends.
- Record levels of income, full to bursting savings accounts averaging ¥19 million, and signs of a falling propensity to save, mean people are spending again.
- The only dark cloud is that rising prices remain a concern for many households, restraining spending on disposable items in many low income households.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
