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 Capital goods / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS: US stocks marginally higher; oil rises to almost $95/bbl; market expects Fed to remain on hold this week, while economists expect a hike</li>
<li>JAPAN: Topix earnings expected to rise by 4-7% this year; shortage of qualified independent directors (especially women) becoming an issue; potential job cuts at 7&amp;I</li>
<li>JAPAN X: Global offshore wind projects facing cost pressures but Japan's latest bids are done. Results by year end; trading companies and heavies likely biggest beneficiaries</li>
</ul>


OVERSEAS: US stocks marginally higher; oil rises to almost $95/bbl; market expects Fed to remain on hold this week, while economists expect a hike
JAPAN: Topix earnings expected to rise by 4-7% this year; shortage of qualified independent directors (especially women) becoming an issue; potential job cuts at 7&amp;I
JAPAN X: Global offshore wind projects facing cost pressures but Japan's latest bids are done. Results by year end; trading companies and heavies likely biggest beneficiaries


Ohayo Japan: Oil Bubbles Higher but Stocks Quiet Ahead of Fed Meeting