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.

Suruga Bank - Only 33% of Buyback Done, Profit Guidance to Rise a Lot, Credit Saison Support Growth

Japanese Regional Banks – Three Key Positive Picks

Bank of Japan Meeting Signals– Our Take on the Implications for Japanese Banks

Thematic (Sector/Industry)

Japan Communication services / Thematic (Sector/Industry)

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Overseas: US Tech stocks lead charge higher. Nvidia +6.4% to all-time high; Semicon ETF +3.5%; Boeing -8%; WTI Crude -4% on Saudi price cuts </li>
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Today: NKY Futures point to strong open; JPY stable at 144/$; Honda considers $14b plant in Canada; Uniqlo Japan December sales -15%</li>
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Japan: Wage hikes, at least for larger companies, could be in the +5-6% range this year. Good news for BoJ looking to exit ultra lose policy</li>
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Overseas: US Tech stocks lead charge higher. Nvidia +6.4% to all-time high; Semicon ETF +3.5%; Boeing -8%; WTI Crude -4% on Saudi price cuts 

Today: NKY Futures point to strong open; JPY stable at 144/$; Honda considers $14b plant in Canada; Uniqlo Japan December sales -15%

Japan: Wage hikes, at least for larger companies, could be in the +5-6% range this year. Good news for BoJ looking to exit ultra lose policy


Ohayo Japan: Tech Lifts Stocks; Wage Hikes Gaining Acceptance in Japan