EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Top stories from Japan's retail & consumer markets

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 January, 2024