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>
US Markets: Economic indicators showed signs of slowing, with the ISM Services index contracting and lower-than-expected job growth, hinting at cooling inflation and potential Fed rate cuts.</li>
<li>
Japan's Market: TOPIX and Nikkei surged, buoyed by expectations of positive retail earnings and strong performance in the broader market.</li>
<li>
Key Stock Moves: Mercari and MHI saw significant gains due to strategic shifts and favorable sector outlooks, while Ain Holdings fell on acquisition concerns.</li>
</ul>



US Markets: Economic indicators showed signs of slowing, with the ISM Services index contracting and lower-than-expected job growth, hinting at cooling inflation and potential Fed rate cuts.

Japan's Market: TOPIX and Nikkei surged, buoyed by expectations of positive retail earnings and strong performance in the broader market.

Key Stock Moves: Mercari and MHI saw significant gains due to strategic shifts and favorable sector outlooks, while Ain Holdings fell on acquisition concerns.


Japan Weekly | Stocks Surge; Retail Rises; Heavies Hover