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 Communication services / Thematic (Sector/Industry)

<ul>
<li>The personal consumption expenditures price index, which excludes food and energy, rose by 2.8% YoY, meeting expectations. Compared to the previous month, it also went up by 0.3%, as predicted.</li>
<li>The ratio of cashless payments to total consumption in Japan hit a record high of 39.3% in 2023, marking a 3.3 percentage point increase from the previous year</li>
<li>Denso announced its decision to divest all Toyota Industries shares; Miura Kogyo announced its acquisition of Cleaver-Brooks, a US-based company  </li>
</ul>


The personal consumption expenditures price index, which excludes food and energy, rose by 2.8% YoY, meeting expectations. Compared to the previous month, it also went up by 0.3%, as predicted.
The ratio of cashless payments to total consumption in Japan hit a record high of 39.3% in 2023, marking a 3.3 percentage point increase from the previous year
Denso announced its decision to divest all Toyota Industries shares; Miura Kogyo announced its acquisition of Cleaver-Brooks, a US-based company  


Ohayo Japan | US PCE In-Line with Expectations