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.

Lasertec (6920) | ASML Shrugs off the Tech Recession

Shimano (7309) | Six Reasons to Stay Bullish

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The yen hit a fresh 32-year low of 151 against the dollar....and then surged 4 yen in an hour on Friday. BOJ Intervention?</li>
<li>Toyota announced that it will not hit its plan to produce 9.7m units this year due to semiconductor shortages. </li>
<li>Japan core inflation hit 8-year high of 3% in September. Japanese Trade Union Confederation (Rengo) seeking 5% pay hikes. </li>
</ul>


The yen hit a fresh 32-year low of 151 against the dollar....and then surged 4 yen in an hour on Friday. BOJ Intervention?
Toyota announced that it will not hit its plan to produce 9.7m units this year due to semiconductor shortages. 
Japan core inflation hit 8-year high of 3% in September. Japanese Trade Union Confederation (Rengo) seeking 5% pay hikes. 


Japan Weekly | Lasertec, Muji, Disco, Shimano