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Japan's retailers boosted by e-commerce and overseas expansion

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 Insights

13-Apr-18 Earnings growth in the Japanese retail sector is accelerating once again as companies expand and increase their presence abroad and in cyberspace. 14 of the 20 top publicly traded retailers foresee record net profits in fiscal 2018. [image: Nikkei Asian Review / Wataru Ito]

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A 'miracle' in India will disrupt e-wallets and incumbents

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 Insights

11-Apr-18 In Mar-18, the Indian National Payments Corporation reported that UPI saw more than 178 million transactions and totalling more than USD3.7 bn. At this rate, incumbent payment innovators might just get disintermediated themselves. [image: Bloomberg News]

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42% of global e-commerce is happening in China

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 Insights

10-Apr-18 China’s digital economy has experienced massive growth in the last decade. In 2008, China accounted for <1% of e-commerce; today its share is 42%. In comparison, the United States’ share is down 10% since 2005, to 25%. [image: McKinsey Global Institute]

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