Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up</li>
<li>JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP </li>
<li>DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. </li>
</ul>


OVERSEAS.  Stocks Mixed as SPX -0.1% as NYSE Glitches on Open;  MSFT Beats  but Chip Giant Texas Instruments weak; DoJ calls for Google Ad Break up
JAPAN.  NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power improving; Nidec misses; Elliot tgts DNP 
DAILY NUGGET. Is Japan Stuck ? This is the view of outgoing BBC reporter. We disagree - changes are happening. 


Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

<ul>
<li>OVERSEAS.  SPX +1.2% but all Action in Tech as SOX +5.5%; Barclay Sector upgrade spurs Semis; Fed Hikes in the rear view for now; Watch Copper - supply risks+China demand</li>
<li>JAPAN. NKY Futs +0.9% vs Cash; USDJPY 130.65; Where US goes, Japan will follow: All about Tech; Kishida speech: Nuclear Power, Defense, Child support in focus; Wage hikes gather steam. </li>
<li>DAILY NUGGET. Davos  on board with the coming of the Metaverse. We highlight this and think there are near term challenges. </li>
</ul>


OVERSEAS.  SPX +1.2% but all Action in Tech as SOX +5.5%; Barclay Sector upgrade spurs Semis; Fed Hikes in the rear view for now; Watch Copper - supply risks+China demand
JAPAN. NKY Futs +0.9% vs Cash; USDJPY 130.65; Where US goes, Japan will follow: All about Tech; Kishida speech: Nuclear Power, Defense, Child support in focus; Wage hikes gather steam. 
DAILY NUGGET. Davos  on board with the coming of the Metaverse. We highlight this and think there are near term challenges. 


Good Morning Japan |THE SQUEEZE - Just Buy Tech; US Broker U/G to Semi Spurs Rally; Watch Copper

<ul>
<li>OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.</li>
<li>JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022</li>
<li>DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. </li>
</ul>


OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.
JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022
DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. 


Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

<ul>
<li>OVERSEAS: SPX +1.5%. Reflex US Rally post recent sell-off. Energy, Industrials, Tech lead in the Beta rally; Cons Confidence BTE; Nike +12% rpt inspires; Micron -ve after hrs</li>
<li>JAPAN: Futs flat vs Cash. USDJPY supported at ¥132  (for now); BOJ related/JGB  rates aside dominate narrative;  INBOUND tourists return;  Decarb spend to accelerate; Debt rating D/G for Rakuten</li>
<li>DAILY NUGGET: Yōkoso!  Japan. The November tourist numbers saw a doubling MoM to 934,500 visitors. However, the Chinese visitors are not here yet. It likely takes some time...</li>
</ul>


OVERSEAS: SPX +1.5%. Reflex US Rally post recent sell-off. Energy, Industrials, Tech lead in the Beta rally; Cons Confidence BTE; Nike +12% rpt inspires; Micron -ve after hrs
JAPAN: Futs flat vs Cash. USDJPY supported at ¥132  (for now); BOJ related/JGB  rates aside dominate narrative;  INBOUND tourists return;  Decarb spend to accelerate; Debt rating D/G for Rakuten
DAILY NUGGET: Yōkoso!  Japan. The November tourist numbers saw a doubling MoM to 934,500 visitors. However, the Chinese visitors are not here yet. It likely takes some time...


Good Morning Japan |Stocks (Finally) Catch a Break; Cyclicals Rebound; And..we Resume in 2023 !

<ul>
<li>
OVERSEAS:  SPX +0.1%, eakes out gains; BOJ takes the spotlight as Kuroda delivers "SHOCK AND AWE" (or just bad communication); TSLA at 2 year low-we are focused on deliveries</li>
<li>
JAPAN:  NKY Futs vs Cash -0.9% - mainly due to yen strengthening; BOJ's change reverberates across markets;  Positive 3Q Takashimaya preview positive read for Inbound; Courts support Nuke restarts</li>
<li>
DAILY NUGGETS: The BOJ has started on the path towards policy normalisation, SIX MONTHS EARLY. No issues with the move - the shift was poorly communicated, or rather, NOT COMMUNICATED.  </li>
</ul>



OVERSEAS:  SPX +0.1%, eakes out gains; BOJ takes the spotlight as Kuroda delivers "SHOCK AND AWE" (or just bad communication); TSLA at 2 year low-we are focused on deliveries

JAPAN:  NKY Futs vs Cash -0.9% - mainly due to yen strengthening; BOJ's change reverberates across markets;  Positive 3Q Takashimaya preview positive read for Inbound; Courts support Nuke restarts

DAILY NUGGETS: The BOJ has started on the path towards policy normalisation, SIX MONTHS EARLY. No issues with the move - the shift was poorly communicated, or rather, NOT COMMUNICATED.  


Good Morning Japan |Shock and Awe - BOJ Sends Ripple Though Markets in Kuroda's Parting Shot

Japan

The Kansai Electric Power Company, Incorporated generates electricity from hydroelectric, thermal, geothermal, and nuclear power sources.  The Company distributes electricity to Osaka and the surrounding Kansai area.  Kansai Electric also constructs and maintains electrical power facilities.

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Kansai Electric Power (9503 JP)

Good Morning Japan |NYSE Glitches; Stocks Mixed; While JP Freezes the Public Warms to Nuclear Power

JAPAN. NKY Futs -0.4% vs Cash; USDJPY steady at 130.19; Japan Freezes - No Joke; Nikkei Survey shows public sentiment toward Nuclear Power...

Mark Chadwick

Good Morning Japan |THE SQUEEZE - Just Buy Tech; US Broker U/G to Semi Spurs Rally; Watch Copper

JAPAN. NKY Futs +0.9% vs Cash; USDJPY 130.65; Where US goes, Japan will follow: All about Tech; Kishida speech: Nuclear Power, Defense, Child...

Mark Chadwick

Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

SPX +1.9% to close on highs; Beta-driven rally. NKY Futs +1.3% vs Cash; JP CORE Inflation hits 4%; Kishida: too early to discuss BOJ 2% policy...

Mark Chadwick

Good Morning Japan |Stocks (Finally) Catch a Break; Cyclicals Rebound; And..we Resume in 2023 !

JAPAN: Futs flat vs Cash. USDJPY supported at ¥132; INBOUND tourists return; Decarb spend to accelerate - we see this as the BIG THEME FOR 2023...

Mark Chadwick

Good Morning Japan |Shock and Awe - BOJ Sends Ripple Though Markets in Kuroda's Parting Shot

BOJ takes the spotlight as Kuroda delivers "SHOCK AND AWE" (or just bad communication). NKY Futs vs Cash -0.9% Positive 3Q Takashimaya preview...

Mark Chadwick

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