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)

<ul>
<li>Japanese stocks limped towards the end of the quarter, with Topix ending the week -2.2% lower. Bond yields hit 10 year high and yen ended play at Y149/$</li>
<li>Economic momentum may be slowing and tech stocks plumbing new lows, but Oracle Japan surprised the market with 12% top line growth in the first quarter. </li>
<li>Yet more foreign / activist buying in the drug store sector. Consolidation is the story and Orbis want to write the ending.</li>
</ul>


Japanese stocks limped towards the end of the quarter, with Topix ending the week -2.2% lower. Bond yields hit 10 year high and yen ended play at Y149/$
Economic momentum may be slowing and tech stocks plumbing new lows, but Oracle Japan surprised the market with 12% top line growth in the first quarter. 
Yet more foreign / activist buying in the drug store sector. Consolidation is the story and Orbis want to write the ending.


Japan Weekly | Stocks Slump, Oracle Outperforms, Activists Accumulate