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.

Toshiba Board to Shareholders:  "Yes, Meh But We Did Our Job, Now It's Up To You (We're Tired Too)"

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX ekes out +0.3% gains; Only Tech &amp; Telcos Positive while other 9 sectors in the Red; Fed's dot plot says 5.1%;  Hinderburg takes aim at BLOCK (Square)</li>
<li>JAPAN.  NKY Futs -1.2% vs Cash; USDJPY 130.9 as US Rate hike fears wane;  Japan ends export restrictions on semi materials to S. Korea; Softbank's ARM to change pricing rules</li>
<li>NUGGET. Japan's Hay Fever Hell: Few Winners, Many Losers. Winners: drugstores, pharmacists, e-commerce; Losers: everyone related to Outdoor activities !</li>
</ul>


OVERSEAS. SPX ekes out +0.3% gains; Only Tech &amp; Telcos Positive while other 9 sectors in the Red; Fed's dot plot says 5.1%;  Hinderburg takes aim at BLOCK (Square)
JAPAN.  NKY Futs -1.2% vs Cash; USDJPY 130.9 as US Rate hike fears wane;  Japan ends export restrictions on semi materials to S. Korea; Softbank's ARM to change pricing rules
NUGGET. Japan's Hay Fever Hell: Few Winners, Many Losers. Winners: drugstores, pharmacists, e-commerce; Losers: everyone related to Outdoor activities !


Good Morning Japan |Dot Plot Says 5.1%; Tech Leads Gains; NUGGET: Japan's Hay Fever Hell-Few Winners