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.

Japan Telecoms - Strong Dollar a Boon for NTT and Softbank Group, Bad for Mercari

Mercari (4385) | No Path to Profitability

Gravity Works As WeWork Doesn't; Now Plan B

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>The Nikkei was up +2.15% over the past week (-2% YTD): the yen was 1.2% weaker at ¥142/$</li>
<li>The news was focused on the sharp drop in the yen with even the BoJ Governor Kuroda noting some undesirable effects</li>
<li>The proportion of female directors rose to 9%, a slight increase over 7.4% in the previous year</li>
</ul>


The Nikkei was up +2.15% over the past week (-2% YTD): the yen was 1.2% weaker at ¥142/$
The news was focused on the sharp drop in the yen with even the BoJ Governor Kuroda noting some undesirable effects
The proportion of female directors rose to 9%, a slight increase over 7.4% in the previous year


Japan Weekly | Renova, Mitsubishi Motors, Mercari