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.

Kansai Electric | Growing Support for Nuclear Restarts; Bullish

Suzuki (7269 JT) | Ex-Maruti Valuation Now NEGATIVE

Mitsubishi Heavy Industries (7011) | Three Reasons to BUY

Suzuki (7269 JT) | Way Too Cheap Ahead of 2Q Earnings – India’s Maruti (MSIL IN) Shows the Way

Thematic (Sector/Industry)

Japan Energy / Thematic (Sector/Industry)

<ul>
<li>
<strong> Good Morning Japan</strong>:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. <strong>FOLLOW TO KEEP ABREAST.</strong>
</li>
<li>OVERSEAS: STRONG Jobs numbers- dent in Fed pivot narrative; BUT Nov Manuf PMI supportive w/Contraction; SPX -0.1%, intraday-Lower left upper right day; Big airplane UAL order for BA. </li>
<li>JAPAN: Focus: WCup. JP vs Croatia tonight;  USDJPY 134 handle; Energy security: Govt wants LNG reserves+New plants; Weak Nov retail numbers; Retailer Nojima blazing the trail with +6% wage hike</li>
</ul>



 Good Morning Japan:  We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP ABREAST.

OVERSEAS: STRONG Jobs numbers- dent in Fed pivot narrative; BUT Nov Manuf PMI supportive w/Contraction; SPX -0.1%, intraday-Lower left upper right day; Big airplane UAL order for BA. 
JAPAN: Focus: WCup. JP vs Croatia tonight;  USDJPY 134 handle; Energy security: Govt wants LNG reserves+New plants; Weak Nov retail numbers; Retailer Nojima blazing the trail with +6% wage hike


Good Morning Japan | Fed Raised Hopes-Dashed by Jobs but PMI Supportive