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.

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Fanuc (6954) | Earnings Miss; Guidance Slashed

Fanuc (6954) | Forget FA, Robots Are the Future

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. PCE Deflator 3.0%YoY; 0.2%MoM calms (re)inflation fears; Yields fall,  Equities rebound as Goldilocks View of Economy/Markets intact; SPX 2Q earnings not so bad; China further moves to bolster economy; </li>
<li>JAPAN. NKY Futures 1% vs Cash; USDJPY 141.2; BOJ Tweaks - 0.5% JGB10Y  yield now a reference, not a ceiling; To buy bonds at 1%.; Next inflation forecast 1.9%=continued easing</li>
<li>NUGGET. Nidec-Renesas Partnership potentially a big deal for both companies. Successful execution will lead to sales and profit growth for both companies in their respective areas.</li>
</ul>


OVERSEAS. PCE Deflator 3.0%YoY; 0.2%MoM calms (re)inflation fears; Yields fall,  Equities rebound as Goldilocks View of Economy/Markets intact; SPX 2Q earnings not so bad; China further moves to bolster economy; 
JAPAN. NKY Futures 1% vs Cash; USDJPY 141.2; BOJ Tweaks - 0.5% JGB10Y  yield now a reference, not a ceiling; To buy bonds at 1%.; Next inflation forecast 1.9%=continued easing
NUGGET. Nidec-Renesas Partnership potentially a big deal for both companies. Successful execution will lead to sales and profit growth for both companies in their respective areas.


Ohayo Japan|Benign PCE Deflator Spurs Equities; BOJ Easing to Continue: Nidec+Renasas = A Big Deal