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 |REALITY CHECK-Sticky Inflation! Bearish US/Bullish Japan; Win for Japan Activism

Mercari (4385) | No Path to Profitability

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Incoming BoJ Governor Kazuo Ueda told parliament that he was in no rush to end the bank’s low interest rate policy.</li>
<li>Meanwhile, consumer prices rose 4.2% in January, a level not seen since 1981.</li>
<li>Japanese stocks ended the week down 0.2%. Tech stocks were buoyed by Advantest (+7%) and Nikon (+5%)</li>
</ul>


Incoming BoJ Governor Kazuo Ueda told parliament that he was in no rush to end the bank’s low interest rate policy.
Meanwhile, consumer prices rose 4.2% in January, a level not seen since 1981.
Japanese stocks ended the week down 0.2%. Tech stocks were buoyed by Advantest (+7%) and Nikon (+5%)


Japan Weekly | Yokohama Rubber, Mercari