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>Overseas: SPX 1.9%, Nasdaq +2.4%; Core CPI lower than expected, slowest rate in two years; 10Y below 4.5%</li>
<li>Today: NKY Futs +1.6% v cash. JPY 150.4; M3 to buy Benefit One; Cosmo Energy rejects Murakami’s shareholder return demands</li>
<li>JapanX: As the automotive industry transforms and the role of software becomes increasingly important, Toyota to consolidate its software development under one roof</li>
</ul>


Overseas: SPX 1.9%, Nasdaq +2.4%; Core CPI lower than expected, slowest rate in two years; 10Y below 4.5%
Today: NKY Futs +1.6% v cash. JPY 150.4; M3 to buy Benefit One; Cosmo Energy rejects Murakami’s shareholder return demands
JapanX: As the automotive industry transforms and the role of software becomes increasingly important, Toyota to consolidate its software development under one roof


Ohayo Japan | Rally Time; Toyota’s New Plan for Software