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 Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. Moodies Downgrade of US banks drive Equity Sell off on concerns around the financial system, economy; Weak China Trade Data; NVIDIA introduces new AI chips - extending its lead</li>
<li>JAPAN. Nikkei Futures -0.3% vs Cash; USDJPY 143.4;  Japan Current A/C surplus rises +ve; But Real Wages fall - not great for BOJ exit; Earnings: Beats from Asics, Shiseido. </li>
<li>NUGGET.  China - are things worse than the data suggests ? Indications are that we are not out of the woods yet with China, and not at a turning point.</li>
</ul>


OVERSEAS. Moodies Downgrade of US banks drive Equity Sell off on concerns around the financial system, economy; Weak China Trade Data; NVIDIA introduces new AI chips - extending its lead
JAPAN. Nikkei Futures -0.3% vs Cash; USDJPY 143.4;  Japan Current A/C surplus rises +ve; But Real Wages fall - not great for BOJ exit; Earnings: Beats from Asics, Shiseido. 
NUGGET.  China - are things worse than the data suggests ? Indications are that we are not out of the woods yet with China, and not at a turning point.


Ohayo Japan|Moodies Downgrade Spooks US Markets; NUGGET: China - More Worries For China Exposed?