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)

<ul>
<li>OVERSEAS. SPX up overnight Beta Factors dominated; Still no deal on the US debt limit but markets clearly expect a resolution. </li>
<li>JAPAN. NKY Futs +0.8% vs Cash;  Big earnings day yesterday which saw strong earnings from Megabanks; Bridgstone; and a big BUYBACK from Daiichi Life</li>
<li>NUGGET. The US Debt Limit - too much complacency ?  Markets clearly pricing in 100% probability that this gets resolved..what if..</li>
</ul>


OVERSEAS. SPX up overnight Beta Factors dominated; Still no deal on the US debt limit but markets clearly expect a resolution. 
JAPAN. NKY Futs +0.8% vs Cash;  Big earnings day yesterday which saw strong earnings from Megabanks; Bridgstone; and a big BUYBACK from Daiichi Life
NUGGET. The US Debt Limit - too much complacency ?  Markets clearly pricing in 100% probability that this gets resolved..what if..


OHAYO JAPAN |US Equities Rise as Complacency Reigns; NUGGET: US Debt Limit - What if ?