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>Japan and US conducted first joint yen-buying intervention in 15 years after yen hit ¥164/$; now trading ~¥158.</li>
<li>Cabinet approved cutting food/beverage consumption tax from 8% to 1% for two years from April 2027, funded without new bonds.</li>
<li>Strong earnings beats and guidance hikes at Fujikura, Furukawa Electric, Yamaha Motor and Mitsubishi Materials.</li>
</ul>


Japan and US conducted first joint yen-buying intervention in 15 years after yen hit ¥164/$; now trading ~¥158.
Cabinet approved cutting food/beverage consumption tax from 8% to 1% for two years from April 2027, funded without new bonds.
Strong earnings beats and guidance hikes at Fujikura, Furukawa Electric, Yamaha Motor and Mitsubishi Materials.


Japan Strategy Weekly | All About Earnings