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.

Fast Retailing: Inflated Earnings Expectations & Stretched Multiples, A Cause for Concern

Gravity Works As WeWork Doesn't; Now Plan B

Fast Retailing: Japan Demand Not Enough to Warrant an Upside, Downside Risks Looming on The Horizon

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  Hawkish Fed Pause is Powell telegraphs +50bps hikes this year; SPX flat with most Sectors in the Red; PPI comfort as shows inflation declining; NVIDIA on the roll Again</li>
<li>JAPAN. NKY Futs +0.3% vs Cash;  Positive earning revisions driving NKY;  Investors Cheer Toyotas revamped EV strategy + votes back in board; Oasis tgts Tsuruha board; Slow Uniqlo China momentum</li>
<li>NUGGET. The Japan Renewables(+Nuclear) Opportunity. Japan is lagging in it's Renewables ramp. The government's 2030 GHG reduction commitment presents signifcant opportunities.</li>
</ul>


OVERSEAS.  Hawkish Fed Pause is Powell telegraphs +50bps hikes this year; SPX flat with most Sectors in the Red; PPI comfort as shows inflation declining; NVIDIA on the roll Again
JAPAN. NKY Futs +0.3% vs Cash;  Positive earning revisions driving NKY;  Investors Cheer Toyotas revamped EV strategy + votes back in board; Oasis tgts Tsuruha board; Slow Uniqlo China momentum
NUGGET. The Japan Renewables(+Nuclear) Opportunity. Japan is lagging in it's Renewables ramp. The government's 2030 GHG reduction commitment presents signifcant opportunities.


Ohayo Japan |Hawkish Fed Pause; SPX Falters; NUGGET: The Japan Renewables(+Nuclear) Opportunity