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>Overseas markets face pressure from Fed comments and strong economic data, finding relief in earnings, but uncertainty persists into next week.</li>
<li>Japanese equities react to US moves, with Topix down slightly; inflation aligns with expectations, but pressure remains for tighter policy.</li>
<li>MS&amp;AD Insurance Group surges 14% with robust shareholder returns; Fujikura rises 12% on revised earnings and improved outlook, while Fuji Electric falls 10% on conservative growth projections.</li>
</ul>


Overseas markets face pressure from Fed comments and strong economic data, finding relief in earnings, but uncertainty persists into next week.
Japanese equities react to US moves, with Topix down slightly; inflation aligns with expectations, but pressure remains for tighter policy.
MS&amp;AD Insurance Group surges 14% with robust shareholder returns; Fujikura rises 12% on revised earnings and improved outlook, while Fuji Electric falls 10% on conservative growth projections.


Japan Weekly | Global Markets in Flux; MS&AD, Fujikura, Fuji Elec