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 Financials / Thematic (Sector/Industry)

<ul>
<li>Well that was an ‘interesting’ week to say the least. It could have been a lot worse</li>
<li>With Topix down 2.2%, it is no surprise that 329 of the Topix 500 stocks ended in negative territory.</li>
<li>In terms of factors, there was a clear selling in low PB names, but this was probably more a feature of the dumping of low-PB banks</li>
</ul>


Well that was an ‘interesting’ week to say the least. It could have been a lot worse
With Topix down 2.2%, it is no surprise that 329 of the Topix 500 stocks ended in negative territory.
In terms of factors, there was a clear selling in low PB names, but this was probably more a feature of the dumping of low-PB banks


Japan Weekly | A Wild Ride