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 Industrials / Thematic (Sector/Industry)

<ul>
<li>Overseas: SPX -1.3%, Nasdaq -1.6%; Tensions in Middle East; higher oil prices; 10Y bond at highest rate since 2006</li>
<li>Today: NKY Futs -1.2% v cash. JPY 149.9/$; Inbound fully recovered; Socionext to work with TSMC</li>
<li>JapanX: Hitachi Energy has supplied HVDC systems in the World’s largest wind farm; company well placed to benefit from energy transition</li>
</ul>


Overseas: SPX -1.3%, Nasdaq -1.6%; Tensions in Middle East; higher oil prices; 10Y bond at highest rate since 2006
Today: NKY Futs -1.2% v cash. JPY 149.9/$; Inbound fully recovered; Socionext to work with TSMC
JapanX: Hitachi Energy has supplied HVDC systems in the World’s largest wind farm; company well placed to benefit from energy transition


Ohayo Japan | Stocks Sink; Hitachi Role in Clean Power Revolution