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.

US Small Banks - New HFD Shows 76% of New Loans Are CRE in Recent Week | CRE Loans at 2.9x Capital

US Banks - Weekly Data: Mortgage Loan Rates A New High, Loan Volume Index Approaches 1990 Further

US Large Banks - Weekly B/S Update: $3bn Less Loans, $16bn More Jumbo Deposits, CRE Loans Nearly -Ve

Asics (7936) | Q2 Preview; Guidance Revision

ASICS (7936) | Running Is Recession Proof

Asics (7936) | It's a Marathon, Not a Sprint

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. US Stocks fall as Dicks Sporting and Macy's raises concerns over US consumer; US Tells China to be more Transparent on Economy; Traders Betting on Blow Out NVIDIA</li>
<li>JAPAN:  NKY Futures -0.3% vs Cash; USDJPY 145.9;  Japan Defense Ministry to ask for (another) Record Budget; 2 trillion yen request for GX spend in FY24. </li>
<li>JAPAN X:  Hitachi Introduces Innovative Executive Compensation Plan Tied to Stock Performance Against Competitors. Interesting structure-lights a fire under senior management. </li>
</ul>


OVERSEAS. US Stocks fall as Dicks Sporting and Macy's raises concerns over US consumer; US Tells China to be more Transparent on Economy; Traders Betting on Blow Out NVIDIA
JAPAN:  NKY Futures -0.3% vs Cash; USDJPY 145.9;  Japan Defense Ministry to ask for (another) Record Budget; 2 trillion yen request for GX spend in FY24. 
JAPAN X:  Hitachi Introduces Innovative Executive Compensation Plan Tied to Stock Performance Against Competitors. Interesting structure-lights a fire under senior management. 


Ohayo Japan|US Stocks Fall on Consumer Fears; JAPAN X: Hitachi Inspires with Mgmt Incentive Scheme