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.

Japan Weekly | BoJ Governor Kuroda Retires as Global Banking System Wobbles

Dai Nippon Printing (7912) - Whoop There It Is! ¥100bn Buyback in a Year, ¥300bn in 3yrs

A Bull Investment Case for TSMC (Summary Version)

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. US stocks hit again on contagion fears as Fed takes control of Silicon Valley Bank; Lots of activity over the weekend to shore up confidence.  </li>
<li>JAPAN. NKY Futs -2.2% vs Cash. USDJPY strengthened to 135. With all activity in the US to shore up confidence,  Japan likely bottoms early; Ueda confiremed as BOJ Governor. </li>
<li>NUGGET. Dainippon Print(7912)  - Confluence of Target, Timing and Tactics. A spectacular win for Elliot, Activism in Japan and for Japan   </li>
</ul>


OVERSEAS. US stocks hit again on contagion fears as Fed takes control of Silicon Valley Bank; Lots of activity over the weekend to shore up confidence.  
JAPAN. NKY Futs -2.2% vs Cash. USDJPY strengthened to 135. With all activity in the US to shore up confidence,  Japan likely bottoms early; Ueda confiremed as BOJ Governor. 
NUGGET. Dainippon Print(7912)  - Confluence of Target, Timing and Tactics. A spectacular win for Elliot, Activism in Japan and for Japan   


Good Morning Japan |Contagion Fears Dominate; NUGGET: Effective Activism - TARGET, TIMING, TACTICS