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.

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

Advantest (6857) | Key Beneficiary of AI Tailwinds

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS.  SPX -0.1% fails to make it 3 in a row; Talks paused, now resumed but deal distant; Powell set to pause hikes in June; More worries in US Regionals</li>
<li>JAPAN. NKY Futs flat vs Cash; Kishida hosts a successful G7 summit; April Core Inflation hits 4.1% - Gov Ueda says no early exit; More Japanese are job hopping=&gt;+ve Wages</li>
<li>NUGGET. Panasonic - Found Battery Religion (Finally!) - A more aggressive stance</li>
</ul>


OVERSEAS.  SPX -0.1% fails to make it 3 in a row; Talks paused, now resumed but deal distant; Powell set to pause hikes in June; More worries in US Regionals
JAPAN. NKY Futs flat vs Cash; Kishida hosts a successful G7 summit; April Core Inflation hits 4.1% - Gov Ueda says no early exit; More Japanese are job hopping=&gt;+ve Wages
NUGGET. Panasonic - Found Battery Religion (Finally!) - A more aggressive stance


Ohayo Japan |Stall in Debt Talks = Stall in SPX; NUGGET: Panasonic - Found Religion (Finally !)