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.

Japan Weekly | Tourism Winners and Semicon Losers

Japan Weekly | Chinese Tourists Stay Close to Home

Inbound Tourism up 50%, Spending Almost at 2019 Levels

Thematic (Sector/Industry)

Japan Retailing / Thematic (Sector/Industry)

<ul>
<li>Japan's government has been more reluctant to open its borders than counterparts in the rest of the world. </li>
<li>Before COVID, Japan welcomed around 31m tourists per annum. The latest cap sets the limit at 18m and drops the requirement for a negative COVID test. </li>
<li>We believe these moves will have a significant positive impact on the retail sector and highlight 3 key beneficiaries</li>
</ul>


Japan's government has been more reluctant to open its borders than counterparts in the rest of the world. 
Before COVID, Japan welcomed around 31m tourists per annum. The latest cap sets the limit at 18m and drops the requirement for a negative COVID test. 
We believe these moves will have a significant positive impact on the retail sector and highlight 3 key beneficiaries


Japan Tourism | 3 Stocks to Buy for Open Borders