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.

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Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>Japanese stocks headed lower this week, tracking weaker US stocks. </li>
<li>With a bout of profit-taking, we are also seeing some rotation out of high-valuation, strong momentum stocks into "cheap" laggards. </li>
<li>Marine transportation stocks the big winners this week. Investors love those high dividends and low PBs</li>
</ul>


Japanese stocks headed lower this week, tracking weaker US stocks. 
With a bout of profit-taking, we are also seeing some rotation out of high-valuation, strong momentum stocks into "cheap" laggards. 
Marine transportation stocks the big winners this week. Investors love those high dividends and low PBs


Japan Weekly | Kawasaki Kisen, Z Holdings, Rakuten, Uniqlo, Yaskawa