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.

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

MatsukiyoCocokara (3088) | Triple Booster of Merger Synergies, Domestic Recovery, & Tourism

Thematic (Sector/Industry)

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<li>
OVERSEAS:  SPX +0.1%, eakes out gains; BOJ takes the spotlight as Kuroda delivers "SHOCK AND AWE" (or just bad communication); TSLA at 2 year low-we are focused on deliveries</li>
<li>
JAPAN:  NKY Futs vs Cash -0.9% - mainly due to yen strengthening; BOJ's change reverberates across markets;  Positive 3Q Takashimaya preview positive read for Inbound; Courts support Nuke restarts</li>
<li>
DAILY NUGGETS: The BOJ has started on the path towards policy normalisation, SIX MONTHS EARLY. No issues with the move - the shift was poorly communicated, or rather, NOT COMMUNICATED.  </li>
</ul>



OVERSEAS:  SPX +0.1%, eakes out gains; BOJ takes the spotlight as Kuroda delivers "SHOCK AND AWE" (or just bad communication); TSLA at 2 year low-we are focused on deliveries

JAPAN:  NKY Futs vs Cash -0.9% - mainly due to yen strengthening; BOJ's change reverberates across markets;  Positive 3Q Takashimaya preview positive read for Inbound; Courts support Nuke restarts

DAILY NUGGETS: The BOJ has started on the path towards policy normalisation, SIX MONTHS EARLY. No issues with the move - the shift was poorly communicated, or rather, NOT COMMUNICATED.  


Good Morning Japan |Shock and Awe - BOJ Sends Ripple Though Markets in Kuroda's Parting Shot