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)

<ul>
<li>A rather inauspicious start to the year and equities tumbling 2.5% in the first trading week</li>
<li>Japan should be a top performing market in 2025 - it is undervalued, buoyed by reforms and has strong domestic fund flow</li>
<li>Wage growth is key this year, setting stage for a stronger economy. Semiconductor stocks were the star performers this week! </li>
</ul>


A rather inauspicious start to the year and equities tumbling 2.5% in the first trading week
Japan should be a top performing market in 2025 - it is undervalued, buoyed by reforms and has strong domestic fund flow
Wage growth is key this year, setting stage for a stronger economy. Semiconductor stocks were the star performers this week! 


Japan Strategy Weekly | 3 Reasons to Buy Japan in 2025