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.

Fresh Shorts in Our Early August Peak Risk Window

Nikon (7731) | Focusing on the 4 Year View

BIG Nikon (7731) Buyback - OK But Should Do Better

Thematic (Sector/Industry)

<ul>
<li>The Nikkei was up 4.2% over the past 5 days while the yen was slightly stronger (¥138.31 -&gt; ¥136.05 </li>
<li>Japan's core consumer inflation stayed above the BOJ target of 2% for a third straight month in June as energy prices remain high. No change to BOJ policy. </li>
<li>Japan warns of rising security threats in annual defense report, including technology supply chains, Russia and China/Taiwan</li>
</ul>


The Nikkei was up 4.2% over the past 5 days while the yen was slightly stronger (¥138.31 -&gt; ¥136.05 
Japan's core consumer inflation stayed above the BOJ target of 2% for a third straight month in June as energy prices remain high. No change to BOJ policy. 
Japan warns of rising security threats in annual defense report, including technology supply chains, Russia and China/Taiwan


Japan Stocks on the Move | Nikon, Renesas, Renova