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 Closed -1.1% as US Debt Default risks rise; Democrats and Republicans still far apart;  STRONG US new home Sales; Boeing says Supply Chain Resolution will take Time</li>
<li>JAPAN. NKY Futs -0.9% vs Cash; Japan likely falls 2nd day ; JP Real Wages Fall most in 8 years; S&amp;P Cuts Softbank's Debt in deeper Junk - Company protests </li>
<li>NUGGET. Japanese Automaker face massive R&amp;D and Capex spend for years to come as they transition to EVs. Free Cash Flow likely turn negative, and profits stagnate.</li>
</ul>


OVERSEAS. SPX Closed -1.1% as US Debt Default risks rise; Democrats and Republicans still far apart;  STRONG US new home Sales; Boeing says Supply Chain Resolution will take Time
JAPAN. NKY Futs -0.9% vs Cash; Japan likely falls 2nd day ; JP Real Wages Fall most in 8 years; S&amp;P Cuts Softbank's Debt in deeper Junk - Company protests 
NUGGET. Japanese Automaker face massive R&amp;D and Capex spend for years to come as they transition to EVs. Free Cash Flow likely turn negative, and profits stagnate.


Ohayo Japan |SPX -1.1% as Equities Start to Heed Debt Risks; NUGGET: JP Autos- Painful EV Transition