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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Overseas: SPX +0.9% , Nasdaq +1.2%; US stocks up on lull in job market. Volatility recedes.</li>
<li>Today: NKY Futs +1.2% v cash. JPY 149.4/$; Japan approves Stimulus package to fight inflation; Honda China sales strong in Oct</li>
<li>JapanX: Toyota's record profits, driven by a diversified drivetrain approach, will fund its shift to EVs</li>
</ul>


Overseas: SPX +0.9% , Nasdaq +1.2%; US stocks up on lull in job market. Volatility recedes.
Today: NKY Futs +1.2% v cash. JPY 149.4/$; Japan approves Stimulus package to fight inflation; Honda China sales strong in Oct
JapanX: Toyota's record profits, driven by a diversified drivetrain approach, will fund its shift to EVs


Ohayo Japan | The Bulls Are Back; Toyota Navigating the EV Transition