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.

Panasonic (6752) | Eyes Record Profit as Battery Business Shines

Japan Tobacco (2914) | Time to Work the Balance Sheet

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks</li>
<li>JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?</li>
<li>NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook </li>
</ul>


OVERSEAS.  US Equities close July a winning note as markets continue to price in the Goldilocks economy; Rally has broadened out beyond a few select tech stocks
JAPAN. NKY Futures +0.3% vs Cash; USDJPY 142.3; NKY powers above 33k level despite prospect of higher rates;  Earnings in full swing - generally supportive; Nintendo-next Gen Console Coming ?
NUGGET. Nintendo(7974)- rumour of a Next Gen Console in 2024 is gaining traction. If true, would completely reboot the company's earnings and share price outlook 


Ohayo Japan| Goldilocks in Play Everywhere; NUGGET: New Console? Can't Keep a Super Mario Down!