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>OVERSEAS.  Global Yields hit 20 year high; US Yield continue upward trajectory; US Mortgage Rates above 7%; Tech Investors heading to exits; China steps up battle to protect Yuan. </li>
<li>JAPAN. NKY Futures -0.9% vs Cash; USDJPY 145.9; Japan Authorities adopt wait and see approach on the USDJPY; Unpopular Kishida to call snap election ? </li>
<li>NUGGET. Russia-Ukraine conflict/proxy war vs West recently saw Russia seizing the local operations of Calsberg and Danone. Japanese companies hanging in Russia could be at risk.  </li>
</ul>


OVERSEAS.  Global Yields hit 20 year high; US Yield continue upward trajectory; US Mortgage Rates above 7%; Tech Investors heading to exits; China steps up battle to protect Yuan. 
JAPAN. NKY Futures -0.9% vs Cash; USDJPY 145.9; Japan Authorities adopt wait and see approach on the USDJPY; Unpopular Kishida to call snap election ? 
NUGGET. Russia-Ukraine conflict/proxy war vs West recently saw Russia seizing the local operations of Calsberg and Danone. Japanese companies hanging in Russia could be at risk.  


Ohayo Japan|Global Yields Hit 20Yr High, Tech Investors Head for Exits; NUGGET: Trapped in Russia?