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.

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

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

Asics (7936) | Strong Performance Meets Reasonable Valuation

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

Equity Bottom-Up

<ul>
<li>Good news from Nike’s Q3 report, which bodes well for Asics March quarter</li>
<li>Why was Nike’s stock down? Margins were down 330bps on inventory mark downs</li>
<li>Running is recession proof according to the footwear makers themselves</li>
</ul>


Good news from Nike’s Q3 report, which bodes well for Asics March quarter
Why was Nike’s stock down? Margins were down 330bps on inventory mark downs
Running is recession proof according to the footwear makers themselves


ASICS (7936) | Running Is Recession Proof

ASICS Corp

ASICS (7936) | Running Is Recession Proof