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. SPX closes with gains,  Financials and Industrials lead; TSMC to cut capex - hits global SPE stocks; Samsung to (partially) abondon Google ?  </li>
<li>JAPAN. NKY Futs +0.3% vs Cash; USDJPY 134.5 as new Gov Ueda says he will stay the (dovish) course; Activists sharpen knives ahead of Japan AGM season </li>
<li>NUGGET. Nissan decouples from Renault- but at what cost ?</li>
</ul>


OVERSEAS. SPX closes with gains,  Financials and Industrials lead; TSMC to cut capex - hits global SPE stocks; Samsung to (partially) abondon Google ?  
JAPAN. NKY Futs +0.3% vs Cash; USDJPY 134.5 as new Gov Ueda says he will stay the (dovish) course; Activists sharpen knives ahead of Japan AGM season 
NUGGET. Nissan decouples from Renault- but at what cost ?


Good Morning Japan |SPX Gains; TSMC to Cut Capex; NUGGET: Nissan - Costly Decisions ?