The recent rise of Japan’s Nikkei (up 20% in 2024) has set many hearts pumping. One surprising performer has been herbal medicine maker Tsumura whose stock has soared 40% this year. Unless you are a doctor or a heavy user of herbal medicine, Tsumura is not a familiar name, and written in Katakana (ツムラ）does not […]
Should Japan’s corporates think global but hire local?
Is the era of sending armies of Japanese expats overseas really coming to a close? Read More »
Shopify is a cloud based ecommerce platform designed for small and medium businesses. Want to start selling online without the hassles of coding and setting up merchant solutions? Take a look at Shopify. Shopify is not a minnow. It has sales over $4.5b, makes over 53% gross margin and for the last 2 years has
Shopify’s star wanes. Is Apple’s iOS tracking the guilty party? What about Missfresh? Read More »
Haleon is the spin off of GSK’s OTC (over the counter medicine) business. This month it was reborn as a stand-alone company independently listed on the London stock exchange. Haleon has a market valuation of £30.5b (US$36.2b) and a portfolio of brands including Sensodyne (oral care) and Panadol (pain relief). The company makes 63% gross
Headache? Toothache? Is Haleon’s OTC portfolio immune from attack? Read More »
This may sound like an obvious statement. PetCare is one of those categories you only really understand when you own a pet. I’ve been a dog owner for the last 17 years and worked with quite a few pet businesses. It’s a category I know well. So I was rather surprised Goldman Sachs, purveyor of
Tired of talking stocks, Goldman Sachs places a big bet on pet care. Read More »
For those who live in Asia-Pacific, it’ll be no surprise to learn that Korea is the world’s second largest beauty exporter. Sales exceeded $6.1b in 2020, larger than Japan or the US. The country has industry leader France (exports $8.9b) in its sights. Korea’s beauty industry is helped by its proximity to China which last
The secret to Korean beauty is known only to Cosmax Read More »
