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)

<ul>
<li>US stocks closed mixed on Friday with the Nasdaq Composite hitting a new high amidst optimism over a potential reversal in interest rate hikes</li>
<li>Analysts anticipate a 10% rise in EPS for the Nikkei's 225 constituents in fiscal 2024, with electronics and precision instruments leading the charge, driven by expected semiconductor demand growth</li>
<li>ANA Holdings, parent company of All Nippon Airways, announced plans to slash daytime air cargo rates, aligning them with trucking costs, in anticipation of an impending truck driver shortage</li>
</ul>


US stocks closed mixed on Friday with the Nasdaq Composite hitting a new high amidst optimism over a potential reversal in interest rate hikes
Analysts anticipate a 10% rise in EPS for the Nikkei's 225 constituents in fiscal 2024, with electronics and precision instruments leading the charge, driven by expected semiconductor demand growth
ANA Holdings, parent company of All Nippon Airways, announced plans to slash daytime air cargo rates, aligning them with trucking costs, in anticipation of an impending truck driver shortage


Ohayo Japan | New Tech Highs