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.

Japan Banks - Accelerating Domestic Credit | JGB Yields Higher | Provisions -79% QoQ & -58% YoY

Seven Bank - Assets 39x Loans | Strong 7% Loan Growth | ATM Transactions +8% | Retail Accounts +9%

Suruga Bank - Loans Down A Lot, Deposits Up Sharply, Cost/Income Up to 74%, Credit Costs +47% QoQ

Thematic (Sector/Industry)

Japan Financials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS: SPX +0.4%;  stocks shrug off moves in the bond market as 10-Years hit 4.54%, highest level since 2007</li>
<li>JAPAN: NKY futs -0.6% v cash, JPY 148/$; PM Kishida unveils new tax breaks for semiconductor production</li>
<li>JAPAN X:  Toyota is making significant strides in revolutionizing its electric vehicle (EV) manufacturing with the adoption of "gigacasting" technology</li>
</ul>


OVERSEAS: SPX +0.4%;  stocks shrug off moves in the bond market as 10-Years hit 4.54%, highest level since 2007
JAPAN: NKY futs -0.6% v cash, JPY 148/$; PM Kishida unveils new tax breaks for semiconductor production
JAPAN X:  Toyota is making significant strides in revolutionizing its electric vehicle (EV) manufacturing with the adoption of "gigacasting" technology


Ohayo Japan: Stocks Higher, 10Y Yields Rise Too; JAPAN X - Toyota Embraces Gigacasting