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Business Breakdowns

Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]

Sep 11, 2024
55:18
Snipd AI
In this discussion, Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, dives into Rakuten's unique journey as a digital powerhouse in Japan since the late 90s. He explains how Rakuten's loyalty point system connects its diverse business lines, from e-commerce to telecommunications. The conversation touches on Japan's cautious funding landscape, contrasting it with the US, and delves into Rakuten's strategic challenges in mobile services. Brett also shares valuable insights for investors about balancing optimism in a complex market.
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Podcast summary created with Snipd AI

Quick takeaways

  • Rakuten, a unique Japanese internet conglomerate, was shaped by the late nineties global internet boom and not historical legacy.
  • The loyalty point system is essential for Rakuten's strategy, enhancing customer retention by linking multiple services within its ecosystem.

Deep dives

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