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 Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. Inflation Benign but Fed Minutes point to (mild) recession with Hawkish bent for addl rate hikes;  US  Equities close in the red, giving up early CPI driven gains</li>
<li>JAPAN. NKY Futs -0.6% vs CASH; USDJPY 133.1; Japan Population falls below 125 million in 2022 - increases worries on low birthrate/aging society; Activists gear up ahead of Japan AGM </li>
<li>NUGGET. Japan Post (6178) - this low pbr stock is undergoing transformation in many areas - from balance sheet to operations. If they can execute....</li>
</ul>


OVERSEAS. Inflation Benign but Fed Minutes point to (mild) recession with Hawkish bent for addl rate hikes;  US  Equities close in the red, giving up early CPI driven gains
JAPAN. NKY Futs -0.6% vs CASH; USDJPY 133.1; Japan Population falls below 125 million in 2022 - increases worries on low birthrate/aging society; Activists gear up ahead of Japan AGM 
NUGGET. Japan Post (6178) - this low pbr stock is undergoing transformation in many areas - from balance sheet to operations. If they can execute....


Good Morning Japan |Fed Minutes Sinks Equities; NUGGET:Japan Post－Capital Mgmt, DX, Drones; Low PBR