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.

Good Morning Japan |UBScs - Wedding Vows Sealed; NUGGET: MOL-Diversification Can't Come Fast Enough

Mitsubishi Motors (7211) | Take Your Foot off the Gas

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>US stocks up, bonds down, commodities down, Japanese stocks down = deflation</li>
<li>The UK CMA is getting closer to a decision on the Microsoft acquisition of Activision. The provisional findings are in, the responses are in....now we wait</li>
<li>Auto stocks were clear underperformers. You can chalk that up to yen strength or a growing realization of the cost of electrification. </li>
</ul>


US stocks up, bonds down, commodities down, Japanese stocks down = deflation
The UK CMA is getting closer to a decision on the Microsoft acquisition of Activision. The provisional findings are in, the responses are in....now we wait
Auto stocks were clear underperformers. You can chalk that up to yen strength or a growing realization of the cost of electrification. 


Japan Weekly | The Deflationary Macro Read; SONY; What's up with Auto Stocks