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.

Good Morning Japan |Beta Rally Continues as Optimism Reigns Ahead of CPI Print

Good Morning Japan |Benign CPI; Fed Pause in the Crosshairs - Equities Extend Rally

Good Morning Japan |Rally Sputters as Earnings in Focus; GS Misses; BOJ - DAY OF RECKONING

Thematic (Sector/Industry)

Japan Consumer staples / Thematic (Sector/Industry)

<ul>
<li>We highlight five stocks that we have talked about in the past year</li>
<li>We continue to like small cap GROWTH and we think that decarbonization will remain a key thematic</li>
<li>NEC is a standout value name where we see a potential catalyst over the coming year in Open RAN</li>
</ul>


We highlight five stocks that we have talked about in the past year
We continue to like small cap GROWTH and we think that decarbonization will remain a key thematic
NEC is a standout value name where we see a potential catalyst over the coming year in Open RAN


Five Japanese Stocks to Watch in 2023