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 Industrials / Thematic (Sector/Industry)

<ul>
<li>The Nikkei 225 rose 0.6% last week, a measured gain underpinned by strength in technology and defensives, despite intensifying headwinds from U.S. trade policy, domestic political fragility, and currency volatility.</li>
<li>The JPY weakened 0.8% vs USD, closing at 148.67. Japanese bonds came under pressure, with 10Y JGBs +3bps to 1.53%, reflecting nerves ahead of this weekend’s Upper House elections</li>
<li>Seven &amp; i shares fell 13% this week after Alimentation Couche-Tard (ACT) withdrew its ¥2,600 acquisition offer</li>
</ul>


The Nikkei 225 rose 0.6% last week, a measured gain underpinned by strength in technology and defensives, despite intensifying headwinds from U.S. trade policy, domestic political fragility, and currency volatility.
The JPY weakened 0.8% vs USD, closing at 148.67. Japanese bonds came under pressure, with 10Y JGBs +3bps to 1.53%, reflecting nerves ahead of this weekend’s Upper House elections
Seven &amp; i shares fell 13% this week after Alimentation Couche-Tard (ACT) withdrew its ¥2,600 acquisition offer


Japan Strategy | Modest Gains Amid Mounting Uncertainty