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.

Thematic (Sector/Industry)

Japan Materials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. Small Gains in Equities Industrials, Energy, Materials up on BTE China 1Q GDP Print; GS no so great  as earnings miss; NVIDIA up on final Sell-&gt;Buy capitalation</li>
<li>JAPAN. NKY Futs flat vs Cash; USDJPY 134.1; BOJ may forecast 2% CPI in FY25;  Tokyo Condo px hit new records; S&amp;i to resist VALUEACT board change demands </li>
<li>NUGGET. BOJ to forecast 2% CPI in FY25. This is an interesting "leak" to the press.  Clearly BOJ is in no rush to tighten monetary policy </li>
</ul>


OVERSEAS. Small Gains in Equities Industrials, Energy, Materials up on BTE China 1Q GDP Print; GS no so great  as earnings miss; NVIDIA up on final Sell-&gt;Buy capitalation
JAPAN. NKY Futs flat vs Cash; USDJPY 134.1; BOJ may forecast 2% CPI in FY25;  Tokyo Condo px hit new records; S&amp;i to resist VALUEACT board change demands 
NUGGET. BOJ to forecast 2% CPI in FY25. This is an interesting "leak" to the press.  Clearly BOJ is in no rush to tighten monetary policy 


Good Morning Japan |A Nothing Day as SPX up Small; NUGGET:BOJ to See 2% CPI in FY25=Easy for Longer