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.

Panasonic (6752) | Following the Yellow Brick Road to Battery Profits

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. SPX reclaims 4000 level with 2nd day of gains; 8/11 SPX sectors up as VIX collapses; Fed Decision Day on Wed-Expect No surprises; INTEL headwinds on China curbs </li>
<li>JAPAN.  NKY Futs +0.6% vs Cash; USDJPY 132. 4; Japan set to rally after the Spring  transition break;US accepts Japan's EV subsidy appeal=+ve auto parts; More inflation support from govt. </li>
<li>NUGGET. Asahi Kasai - M&amp;A Gone Bad, Writedown, Struggles Remain. Future profitability of the LiB Separator business in question. </li>
</ul>


OVERSEAS. SPX reclaims 4000 level with 2nd day of gains; 8/11 SPX sectors up as VIX collapses; Fed Decision Day on Wed-Expect No surprises; INTEL headwinds on China curbs 
JAPAN.  NKY Futs +0.6% vs Cash; USDJPY 132. 4; Japan set to rally after the Spring  transition break;US accepts Japan's EV subsidy appeal=+ve auto parts; More inflation support from govt. 
NUGGET. Asahi Kasai - M&amp;A Gone Bad, Writedown, Struggles Remain. Future profitability of the LiB Separator business in question. 


Good Morning Japan |SPX Reclaims 4000! NUGGET: Asahi Kasei-M&A Gone Bad, Writedown, Struggles Remain