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.

MHI (7011) | The Time to Act on Energy Transition

Daifuku (6383) | Attractive Valuation Drivers Despite near Term Risks

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW/LIKE TO KEEP ABREAST.
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OVERSEAS: Service PMI print sinks equities;  China: Green shoots continue to emerge with COVID policy; SPAC market unravelling; TESLA refutes China production cut news</li>
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JAPAN: Out on Penalities- Samurai Blues exit the WCup; Markets: NKY Futs -0.5% vs Cash, USDJPY down to ¥136;  Rating Changes: U/G to Kuraray, NTN;  D/G to Softbank, Takeuchi</li>
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Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW/LIKE TO KEEP ABREAST.


OVERSEAS: Service PMI print sinks equities;  China: Green shoots continue to emerge with COVID policy; SPAC market unravelling; TESLA refutes China production cut news

JAPAN: Out on Penalities- Samurai Blues exit the WCup; Markets: NKY Futs -0.5% vs Cash, USDJPY down to ¥136;  Rating Changes: U/G to Kuraray, NTN;  D/G to Softbank, Takeuchi


Good Morning Japan | Smoking Hot Services PMI Sinks Equities; WCup: Japan Out on Penalties