Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

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Equity Bottom-Up

<ul>
<li>Interim results were surprisingly strong considering the headwinds from China and rising costs</li>
<li>2H guidance looks optimistic. China remains a key risk and we still see risks to the gross margin</li>
<li>The "R" word. Rising inflation, Rising Interest rates = Recession. Probably not good for consumers and certainly not good for high stock multiples</li>
</ul>


Interim results were surprisingly strong considering the headwinds from China and rising costs
2H guidance looks optimistic. China remains a key risk and we still see risks to the gross margin
The "R" word. Rising inflation, Rising Interest rates = Recession. Probably not good for consumers and certainly not good for high stock multiples


Fast Retailing (9983) - Summer Is the Time for Shorts