EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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The Cut

Fortnightly publication highlighting latest insights from IRF providers

Company Research

Top stories from Japan's retail & consumer markets

Report by JapanConsuming

This month's edition of JapanConsuming includes articles on: 1) Asics - sets its sights on becoming the leading performance running brand in Japan, Europe and the US by 2026. 2) Major food-drugstores like Kusuri no Aoki and Genky DrugStores continue to pressure local supermarket competition. 3) Itochu’s online platform to help retailers procure overseas products. 4) A new luxury digital emporium for the wealthy. 5) Shopping mall development looks set to fall in 2024 as developers favour refurbishment over new builds. 6) New regulations are forcing Japan’s logistics industry to evolve rapidly with many consumers seemingly willing to accept slower deliveries.

Edition 177 - 12 Jan 24