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.

Good Morning Japan |Contagion Fears Dominate; NUGGET: Effective Activism - TARGET, TIMING, TACTICS

Thematic (Sector/Industry)

Japan Financials / Thematic (Sector/Industry)

<ul>
<li>Risk-Off in global markets due to collapse of Silvergate Capital and Silicon Valley Bank</li>
<li>Japanese stocks tumbled on Friday, but were still up for the week. BoJ Governor Kuroda has timed his exit to perfection. </li>
<li>No major moves in our universe, but can Japanese stocks remain relatively uncorrelated with global risk, given strong balance sheets and desire to lift shareholder returns</li>
</ul>


Risk-Off in global markets due to collapse of Silvergate Capital and Silicon Valley Bank
Japanese stocks tumbled on Friday, but were still up for the week. BoJ Governor Kuroda has timed his exit to perfection. 
No major moves in our universe, but can Japanese stocks remain relatively uncorrelated with global risk, given strong balance sheets and desire to lift shareholder returns


Japan Weekly | BoJ Governor Kuroda Retires as Global Banking System Wobbles