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.

Japan Post Holdings (6178) Starts Its Bigly Buyback With a Sale from the MOF-Boffins

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Equities sink on China Worries; China enacts emergency rate cuts; Stops publishing youth employment data; Strong US Retail sales pushes Yields; New US Bank regulation to hit profits</li>
<li>JAPAN. NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action says Fin Minister; JP GDP beats expectations; Typhoon Lan rips Western Japan </li>
<li>NUGGET.  Japan Post Holdings -300 billion yen share buyback;  With a pile of cash from Japan Post Bank Sale (1.2 trillion to be exact), we think this just the start</li>
</ul>


OVERSEAS.  Equities sink on China Worries; China enacts emergency rate cuts; Stops publishing youth employment data; Strong US Retail sales pushes Yields; New US Bank regulation to hit profits
JAPAN. NKY Futures -1% discount vs Cash; USDJPY 145.6; Japan watching Yen - to take appropriate action says Fin Minister; JP GDP beats expectations; Typhoon Lan rips Western Japan 
NUGGET.  Japan Post Holdings -300 billion yen share buyback;  With a pile of cash from Japan Post Bank Sale (1.2 trillion to be exact), we think this just the start


Ohayo Japan|China Worries Sinks Equities; NUGGET: Japan Post Holdings - More Behind