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 Real estate / Thematic (Sector/Industry)

<ul>
<li>The Nikkei and Topix indexes surged by 5.63% and 5.33% reaching all-time highs</li>
<li>Real Estate majors were the biggest movers in Japan. Beneficiaries of higher inflation and continuation of easy monetary policy</li>
<li>Nidec is reinventing itself again. EV traction motors will remain a core driver, but investors can now get excited by the AI thematic</li>
</ul>


The Nikkei and Topix indexes surged by 5.63% and 5.33% reaching all-time highs
Real Estate majors were the biggest movers in Japan. Beneficiaries of higher inflation and continuation of easy monetary policy
Nidec is reinventing itself again. EV traction motors will remain a core driver, but investors can now get excited by the AI thematic


Japan Weekly | Real Estate Inflates; Nidec Benefits from AI