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.

Good Morning Japan | Equities - All Good (Again); Strong Tech Bid; EV, AI Drivers; NUGGET: Advantest

Mitsubishi Chemical (4188) | Unlocking Value – 50% Upside

Appier (4180) | It's Doubled, so What's Next

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The Nikkei and Topix indexes finished the week 1.73% and 1.57% higher</li>
<li>A more flexible BOJ will be a good thing...just don't expect too much too soon</li>
<li>Mitsubishi Chem is looking to divest non-core assets....could they make use of more tax-efficient spin-offs</li>
</ul>


The Nikkei and Topix indexes finished the week 1.73% and 1.57% higher
A more flexible BOJ will be a good thing...just don't expect too much too soon
Mitsubishi Chem is looking to divest non-core assets....could they make use of more tax-efficient spin-offs


Japan Weekly | Movers, Macro and Insights