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 Industrials / Thematic (Sector/Industry)

<ul>
<li>
Market Watch: U.S. CPI disappointment led to a sharp yield drop, boosting growth stocks; Nikkei rose for a third week, Topix up 26% YTD; Expect lower volatility next week</li>
<li>
Major Movers: Benesse (+33%) on MBO, Benefit One (+28%) on sale to M3, Ebara (+17%) &amp; Horiba (+15%) on positive results. Speculation that Tsuruha (+13%) is open to offers</li>
<li>
Activist Watch: Dalton and Strategic Capital start new positions in Iwaki Pumps and Teraoka Seisakusho respectively</li>
</ul>



Market Watch: U.S. CPI disappointment led to a sharp yield drop, boosting growth stocks; Nikkei rose for a third week, Topix up 26% YTD; Expect lower volatility next week

Major Movers: Benesse (+33%) on MBO, Benefit One (+28%) on sale to M3, Ebara (+17%) &amp; Horiba (+15%) on positive results. Speculation that Tsuruha (+13%) is open to offers

Activist Watch: Dalton and Strategic Capital start new positions in Iwaki Pumps and Teraoka Seisakusho respectively


Japan Weekly | CPI Drives Yields Lower, Stocks Higher. New Activist Positions