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)

<ul>
<li>Japanese stocks up +2% for the week taking year-to-date gains to 18%. </li>
<li>Lots of thematic reasons to buy - AI, Hydrogen, foreign buying, weak yen, and "not China"</li>
<li>ISS has Kyocera in its cross-hairs. We still think IHI and KHI are cheap despite this weeks wins</li>
</ul>


Japanese stocks up +2% for the week taking year-to-date gains to 18%. 
Lots of thematic reasons to buy - AI, Hydrogen, foreign buying, weak yen, and "not China"
ISS has Kyocera in its cross-hairs. We still think IHI and KHI are cheap despite this weeks wins


Japan Weekly | IHI, KHI, Kyocera