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 Materials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery</li>
<li>JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  </li>
<li>DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? </li>
</ul>


OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery
JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  
DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? 


Good Morning Japan | US Out; Rates Worry Europe Stocks;NKorea Fires 2 More Missiles;Toto -Bottom In?