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 Consumer discretionary / Thematic (Sector/Industry)

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Overseas: SPX +1%, Micron +8% after the chipmaker revealed a bte Q2 revenue forecast and higher prices in 2024</li>
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Today: Japan's domestic M&amp;A spending has surged to an 18-year high in 2023</li>
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Japan: Luxottica continues to build a stake in Paris Miki. It could be interesting if the family want out.</li>
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Overseas: SPX +1%, Micron +8% after the chipmaker revealed a bte Q2 revenue forecast and higher prices in 2024

Today: Japan's domestic M&amp;A spending has surged to an 18-year high in 2023

Japan: Luxottica continues to build a stake in Paris Miki. It could be interesting if the family want out.


Ohayo Japan | Micron Fuels Rally; Paris Miki in Luxottica’s Vision