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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Market Watch: Topix ended the week unchanged. The yen was the bigger story after strengthening to Y147/$. Forex likely to dominate next week</li>
<li>Major Movers: CyberAgent was boosted by the release of a new #1 smartphone game; Panasonic gains after announcing potential restructuring of group assets</li>
<li>Activist Watch: Dalton’s Nippon Active Value fund has found a deep value, small-cap pharma company. Rheos Capital takes a significant stake in a fast-growing M&amp;A advisor</li>
</ul>


Market Watch: Topix ended the week unchanged. The yen was the bigger story after strengthening to Y147/$. Forex likely to dominate next week
Major Movers: CyberAgent was boosted by the release of a new #1 smartphone game; Panasonic gains after announcing potential restructuring of group assets
Activist Watch: Dalton’s Nippon Active Value fund has found a deep value, small-cap pharma company. Rheos Capital takes a significant stake in a fast-growing M&amp;A advisor


Japan Weekly | All About Yen; Panasonic, Cyberagent