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 |SPX Break Out In Sight ! ; PCE Inflation Delivers; Fed +25bps ? ; Awful INTEL

Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE

Suzuki (7269 JT) | Way Too Cheap Ahead of 2Q Earnings – India’s Maruti (MSIL IN) Shows the Way

Suzuki (7269) | Small Cars at Tiny Valuations

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Global markets continued positive momentum on peaking in global inflation and expectations that the rate hike cycle is approaching its end</li>
<li>There is a slew of economic data next week and some major US tech company results announcements. Japanese earnings announcements get into full swing</li>
<li>Suzuki was the start performer last week as investors cheered the company's new mid-term strategy and decarbonization plans</li>
</ul>


Global markets continued positive momentum on peaking in global inflation and expectations that the rate hike cycle is approaching its end
There is a slew of economic data next week and some major US tech company results announcements. Japanese earnings announcements get into full swing
Suzuki was the start performer last week as investors cheered the company's new mid-term strategy and decarbonization plans


Japan Weekly | Bullish Markets, Suzuki, Shin-Etsu