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 Specialty retail / Thematic (Sector/Industry)

<ul>
<li>After the close, Walmart slashed its quarter and full-year profit guidance – the second inflation-induced cut this year – stock down sharply </li>
<li>The company said inflation is causing consumers to spend more on must-have things such as food and less on electronics </li>
<li>Japanese electronics retailers will face a similar problem as inflation feeds through to weaker consumption of high-end goods  </li>
</ul>


After the close, Walmart slashed its quarter and full-year profit guidance – the second inflation-induced cut this year – stock down sharply 
The company said inflation is causing consumers to spend more on must-have things such as food and less on electronics 
Japanese electronics retailers will face a similar problem as inflation feeds through to weaker consumption of high-end goods  


Walmart Shocker #2 - Sell Japanese Electronics Retailers