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 |Fed 1 Inflation 0, Fed Wins; Equity Bid Continues; Telsa Cuts Px; BOJ in Focus

Tokyo Electron (8035) | Huge Upside if Management Hit Targets

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 Nikkei traded up half a percentage point this week, while the JPY strengthened 3% to Y127/$</li>
<li>US stocks (and hence global) rallied after data showed that inflation cooled in December, easing pressure on the Fed. </li>
<li>Lower inflation, interest rates, and China's reopening are providing a decent backdrop for Japanese equities</li>
</ul>


The Nikkei traded up half a percentage point this week, while the JPY strengthened 3% to Y127/$
US stocks (and hence global) rallied after data showed that inflation cooled in December, easing pressure on the Fed. 
Lower inflation, interest rates, and China's reopening are providing a decent backdrop for Japanese equities


Japan Weekly | Tokyo Electron, 7&I, Fast Retail