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)

<ul>
<li>Overseas: SPX +0.1% , Nasdaq +0.1%; Relatively stable day. Walmart stock -8% on cautious outlook, Burberry -9% on weak luxury spend</li>
<li>Today: NKY Futs -0.1% v cash. JPY 150.8/$; Japan to scrap quarterly reporting? Asahi Group Share Offering</li>
<li>ValueAct’s investment into Recruit highlights continued opportunities and value in the Japanese market</li>
</ul>


Overseas: SPX +0.1% , Nasdaq +0.1%; Relatively stable day. Walmart stock -8% on cautious outlook, Burberry -9% on weak luxury spend
Today: NKY Futs -0.1% v cash. JPY 150.8/$; Japan to scrap quarterly reporting? Asahi Group Share Offering
ValueAct’s investment into Recruit highlights continued opportunities and value in the Japanese market


Ohayo Japan | November Rally Takes a Rest; ValueAct Finds Value in Recruit