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.

Lasertec (6920) | A Monopoly with a Long Runway

Thematic (Sector/Industry)

Japan Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>Good Morning Japan: A detailed look at the overnight news and market moves that will impact the trading day in Japan</li>
<li>OVERNIGHT: Gridlock rally continues.. Materials and tech leading.  Brief interruptions from a mini-crypto crash.  All good now. but we look to inflation numbers </li>
<li>IN JAPAN:  All good - Govt approves stimulus of ¥29trn; USDJPY stabilizing as market turns bullish yen; Strong earnings from Sumco;  Positive semi initiation in European with positive JP read </li>
</ul>


Good Morning Japan: A detailed look at the overnight news and market moves that will impact the trading day in Japan
OVERNIGHT: Gridlock rally continues.. Materials and tech leading.  Brief interruptions from a mini-crypto crash.  All good now. but we look to inflation numbers 
IN JAPAN:  All good - Govt approves stimulus of ¥29trn; USDJPY stabilizing as market turns bullish yen; Strong earnings from Sumco;  Positive semi initiation in European with positive JP read 


Good Morning Japan - Wed Gridlock Rally