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.

Mitsubishi Heavy Industries (7011) | Three Reasons to BUY

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

Tokyo Electron (8035) | WFE Scenarios Suggest Stock May Have Hit Bottom

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.
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OVERSEAS.  US recession fears dominate,  SPX -0.7%/-3.7%WoW; Nov PPI print higher vs Cons, Cements +50bp Fed hike; China stocks win WoW amid COVID loosening + Property rescue;  Tech looks supported</li>
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JAPAN.  NKY Futs -0.4% vs Cash, USDJPY ¥136.56;  US asks JP to help curb China chip access; More  Boeing orders, +ve JP related;  FY23 Defense to rise by ¥1trn</li>
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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.


OVERSEAS.  US recession fears dominate,  SPX -0.7%/-3.7%WoW; Nov PPI print higher vs Cons, Cements +50bp Fed hike; China stocks win WoW amid COVID loosening + Property rescue;  Tech looks supported

JAPAN.  NKY Futs -0.4% vs Cash, USDJPY ¥136.56;  US asks JP to help curb China chip access; More  Boeing orders, +ve JP related;  FY23 Defense to rise by ¥1trn


Good Morning Japan |+50bp Fed Hike in the Bag, but Watching Tuesday's US CPI Print