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.

Softbank Group - Vision Fund: Gains on Dollar Basis in Q3 but Stronger Yen Points to Quarterly Loss

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

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

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX -1.4% post hot PPI print;  Fed's Meister looking at 50bp hike; Tesla: Model Y sells out but Co issues big vehicle recall; AMAT after hours- looks good !</li>
<li>JAPAN.  NKY Futs -0.7% vs Cash; USDJPY 133.95;  Japan set to give up yesterday's gains but equities look good; Bridgestone earnings-solid; Good AMAT = Good TEL; Citi cuts Fujitsu</li>
<li>DAILY NUGGET. Future looks bright for Panasonic, supplier of batteries to Tesla in the US. As the IRA takes effect, Tesla's sales are going through the roof. </li>
</ul>


OVERSEAS.  SPX -1.4% post hot PPI print;  Fed's Meister looking at 50bp hike; Tesla: Model Y sells out but Co issues big vehicle recall; AMAT after hours- looks good !
JAPAN.  NKY Futs -0.7% vs Cash; USDJPY 133.95;  Japan set to give up yesterday's gains but equities look good; Bridgestone earnings-solid; Good AMAT = Good TEL; Citi cuts Fujitsu
DAILY NUGGET. Future looks bright for Panasonic, supplier of batteries to Tesla in the US. As the IRA takes effect, Tesla's sales are going through the roof. 


Good Morning Japan |Equities Waver on Hot PPI Print/Higher Rates; Telsa: Good Vs Bad; ARM IPO Risk?