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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>US Stocks lower as Treasury yields continued to climb, with 10Y back above 4%, on back of strong retail spending. Odds of March cut fall 61%→50%</li>
<li>Nikkei Futures point to flat open; A weak print for China GDP likely to weigh on Japan exporters; MHI to trial carbon capture pilot at KEPCOs plant.</li>
<li>Japan recorded 25m tourists in 2023, reaching 80% of pre-pandemic peak; Yen remains weak at 148/$ - good rate for visitors</li>
</ul>


US Stocks lower as Treasury yields continued to climb, with 10Y back above 4%, on back of strong retail spending. Odds of March cut fall 61%→50%
Nikkei Futures point to flat open; A weak print for China GDP likely to weigh on Japan exporters; MHI to trial carbon capture pilot at KEPCOs plant.
Japan recorded 25m tourists in 2023, reaching 80% of pre-pandemic peak; Yen remains weak at 148/$ - good rate for visitors


Ohayo Japan | 10Y Back Above 4%; Weak China GDP