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.

Fast Retailing (9983) | Exceptional Quarter

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 focus was on the currency this week ahead of the next BOJ meeting and waning inflationary pressures in the US. </li>
<li>Japanese stocks were basically flat. Retailers were up first announcing results - those with significant operations in China are doing very well.</li>
<li>Advantest continues to defy gravity. The stock is up 200% over the past twelve months. Think about that....a Japanese stock up 200%!</li>
</ul>


The focus was on the currency this week ahead of the next BOJ meeting and waning inflationary pressures in the US. 
Japanese stocks were basically flat. Retailers were up first announcing results - those with significant operations in China are doing very well.
Advantest continues to defy gravity. The stock is up 200% over the past twelve months. Think about that....a Japanese stock up 200%!


Japan Weekly | Ryohin Keikaku, Nitori, Advantest, Welcia