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 Financials / Thematic (Sector/Industry)

<ul>
<li>The Nikkei 225 Index surged 2% to a record high of 39,911, driven by a weak yen, robust corporate earnings, and optimism surrounding artificial intelligence</li>
<li>Japan's stock market has quietly undergone a significant transformation, emerging as an increasingly attractive investment prospect. <strong>Investors are Underweight</strong>
</li>
<li>The decline of cross-shareholdings signals a positive shift towards improved capital allocation and, enhanced shareholder value. <strong>I see TWO key positives....</strong>
</li>
</ul>


The Nikkei 225 Index surged 2% to a record high of 39,911, driven by a weak yen, robust corporate earnings, and optimism surrounding artificial intelligence
Japan's stock market has quietly undergone a significant transformation, emerging as an increasingly attractive investment prospect. Investors are Underweight

The decline of cross-shareholdings signals a positive shift towards improved capital allocation and, enhanced shareholder value. I see TWO key positives....



Japan Weekly | Record Highs...But More to Come