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.

Renesas (6723 JP) - On Top of Peer-Beating Growth, and Valuation... Watch for Buybacks

Rakuten (4755 JP) | Time to Cover the Shorts

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX Clings to Positive gains - barely; Powell Testimony in Focus;  Commodities Weak on dissappointing China growth target; GS upgrade Apple to BUY; Telsa cuts prices (again)</li>
<li>JAPAN. NKY Futs Flat vs Cash; USDJPY 136; Progress on Japan-S.Korea Relation normalization; Public increasingly supports nuclear restarts;  Toyota rolls out BEV in China; Win for Rakuten in "Open Ran"</li>
<li>NUGGET. AI Development platforms are being rolled around across Japan's manufacturing sector to improvement R&amp;D efficiency. This has the potential to drive significant value, especially in Japan Big Pharma</li>
</ul>


OVERSEAS.  SPX Clings to Positive gains - barely; Powell Testimony in Focus;  Commodities Weak on dissappointing China growth target; GS upgrade Apple to BUY; Telsa cuts prices (again)
JAPAN. NKY Futs Flat vs Cash; USDJPY 136; Progress on Japan-S.Korea Relation normalization; Public increasingly supports nuclear restarts;  Toyota rolls out BEV in China; Win for Rakuten in "Open Ran"
NUGGET. AI Development platforms are being rolled around across Japan's manufacturing sector to improvement R&amp;D efficiency. This has the potential to drive significant value, especially in Japan Big Pharma


Good Morning Japan |SPX Holds On..barely; Powell Testimony in Focus; NUGGET: AI & Japan Big Pharma