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>The Bank of Japan tweeked its yield curve control by raising the interest rate cap. JP bond yields had been moving higher in anticipation.</li>
<li>Japanese equities ended the week at 2,290 (+1.2% wow). Financial stocks were stronger</li>
<li>Earnings dominated the larger stock level moves this week. Contrarians may want to look at CyberAgent following earnings miss</li>
</ul>


The Bank of Japan tweeked its yield curve control by raising the interest rate cap. JP bond yields had been moving higher in anticipation.
Japanese equities ended the week at 2,290 (+1.2% wow). Financial stocks were stronger
Earnings dominated the larger stock level moves this week. Contrarians may want to look at CyberAgent following earnings miss


Japan Weekly | Zeon, Disco, Topcon, CyberAgent, Omron