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 Retail | 3 Stocks to Buy for Revenge Shopping

Japan Weekly | Chinese Tourists Stay Close to Home

MatsukiyoCocokara (3088) | Triple Booster of Merger Synergies, Domestic Recovery, & Tourism

Equity Bottom-Up

<ul>
<li>Ancient proverbs dictate the pace of policy change in Japan. But, the first step has been taken </li>
<li>Investors should be watching for further relaxation of inbound tourist restrictions, particularly on the Chinese market </li>
<li>Out top pick on this thematic is <a href="https://www.smartkarma.com/entities/matsukiyococokara-co" target="_blank" data-smartkarma-citation="entities:2259:1" rel="noopener">MatsukiyoCocokara (3088 JP)</a> . Tourists used to account for over 10% of sales, but there is more...</li>
</ul>


Ancient proverbs dictate the pace of policy change in Japan. But, the first step has been taken 
Investors should be watching for further relaxation of inbound tourist restrictions, particularly on the Chinese market 
Out top pick on this thematic is MatsukiyoCocokara (3088 JP) . Tourists used to account for over 10% of sales, but there is more...


Japan Tourism | A Journey of a Thousand Miles Begins with a Single Step