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.

BayCurrent (6532) | Riding the Wave of Digitization

BayCurrent (6532) | Jumping in Ahead of Earnings

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS: SPX +0.7%  SOX +1.35; Beta rally continues on lower CPI print expectations;  Cyclicals lead 10/11 SPX Sectors positive; MSFT considers $10bn OPEN AI investment; Record Boeing orders in 2022. </li>
<li>JAPAN: NKY Futs +0.3% premium to Cash; USDJPY steady ¥132.1; Hot Tokyo CPI print; Big wage hikes at Fast Retail;  Travel - China strikes back; +ve JP Boeing supply chain. </li>
<li>DAILY NUGGETS: Hydrogen - a clean alternative. Japan is set to lead as companies ramp up R&amp;D protection with a view to commercialisation.</li>
</ul>


OVERSEAS: SPX +0.7%  SOX +1.35; Beta rally continues on lower CPI print expectations;  Cyclicals lead 10/11 SPX Sectors positive; MSFT considers $10bn OPEN AI investment; Record Boeing orders in 2022. 
JAPAN: NKY Futs +0.3% premium to Cash; USDJPY steady ¥132.1; Hot Tokyo CPI print; Big wage hikes at Fast Retail;  Travel - China strikes back; +ve JP Boeing supply chain. 
DAILY NUGGETS: Hydrogen - a clean alternative. Japan is set to lead as companies ramp up R&amp;D protection with a view to commercialisation.


Good Morning Japan |Beta Rally Continues on Expectations of Tame CPI Print