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)

Japan Financials / Thematic (Sector/Industry)

<ul>
<li>Overseas: SPX +0.7%, Nasdaq +0.5%; Indices finish higher after a difficult month. Mega-cap tech stocks lagged; Fed decision today.</li>
<li>Today: NKY Futs+1.6% v cash. JPY 151.7; BoJ monetary tweaks send Yen even lower. Toyota announces massive US battery capex plan; NTT Law under review.</li>
<li>JapanX: Charlie Munger describes Warren Buffett's investment in Japanese trading houses in 2020 as “like having God just opening a chest and just pouring money into it”</li>
</ul>


Overseas: SPX +0.7%, Nasdaq +0.5%; Indices finish higher after a difficult month. Mega-cap tech stocks lagged; Fed decision today.
Today: NKY Futs+1.6% v cash. JPY 151.7; BoJ monetary tweaks send Yen even lower. Toyota announces massive US battery capex plan; NTT Law under review.
JapanX: Charlie Munger describes Warren Buffett's investment in Japanese trading houses in 2020 as “like having God just opening a chest and just pouring money into it”


Ohayo Japan | Looking Forward to November; Munger Thanks God for Japanese Trading Houses