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.

Omron (6645) | Key Beneficiary of Industry 4.0

Mitsubishi Heavy (7011) | Helping the World to Transition to a Cleaner and More Secure Energy Future

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS:  SPX down 4 in a row, -20%YTD;  Higher UST Yields and Negative Homebuilder print pressure equities; Chief Twit's followers want him out;  China hints strong economic support in 2023</li>
<li>JAPAN:  BOJ to stay pat; JP FY23 Budget largest ever; Kawasaki Kisen to lift ShrHldr Returns; Subaru gives up on PHVs;  Toyota CEO thinks mkt not ready for EVs</li>
<li>DAILY NUGGET: We take a look at the upcoming boom in Hydrogen in the push to decarbonise; Our preferred play is MHI (7011)</li>
</ul>


OVERSEAS:  SPX down 4 in a row, -20%YTD;  Higher UST Yields and Negative Homebuilder print pressure equities; Chief Twit's followers want him out;  China hints strong economic support in 2023
JAPAN:  BOJ to stay pat; JP FY23 Budget largest ever; Kawasaki Kisen to lift ShrHldr Returns; Subaru gives up on PHVs;  Toyota CEO thinks mkt not ready for EVs
DAILY NUGGET: We take a look at the upcoming boom in Hydrogen in the push to decarbonise; Our preferred play is MHI (7011)


Good Morning Japan | No Shortage of Equity Negative News; BOJ to Stay Pat; Bullish 2023 ?