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 -1.3% , Nasdaq -1.5%; Broad-based equity decline with all sectors in the red as concerns over Israel-Hamas conflict grew; airline stocks under pressure</li>
<li>Today: NKY Futs -0.8% v cash. JPY 149.9; Core inflation at 13-month low; Signs that the property market overheating. Daiichi Sankyo big payday for cancer drugs</li>
<li>JapanX: Japanese companies boost P/B ratios by selling non-core real estate assets, transforming corporate governance and efficiency in response to the TSE's call for improved performance</li>
</ul>


Overseas: SPX -1.3% , Nasdaq -1.5%; Broad-based equity decline with all sectors in the red as concerns over Israel-Hamas conflict grew; airline stocks under pressure
Today: NKY Futs -0.8% v cash. JPY 149.9; Core inflation at 13-month low; Signs that the property market overheating. Daiichi Sankyo big payday for cancer drugs
JapanX: Japanese companies boost P/B ratios by selling non-core real estate assets, transforming corporate governance and efficiency in response to the TSE's call for improved performance


Ohayo Japan | Middle East Dominates; Japanese Companies Disposing Non-Core Real Estate