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)

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 For the week: Nikkei: -4.1% | TPX -1% | JPY 153.49 (-0.52¥ )</li>
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Sector:  Services +3.3%, Agri +3.2%, Other Prod. +3%; Telco -7.1%, Shippers -4.1%, Elec. Equip. -3.8% </li>
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Stocks: Anritsu +19%, Goldwin +18%, Ryohin Keikaku +17%, NH Foods +15%, NSK +14%, Japan Tobacco +13%</li>
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 For the week: Nikkei: -4.1% | TPX -1% | JPY 153.49 (-0.52¥ )

Sector:  Services +3.3%, Agri +3.2%, Other Prod. +3%; Telco -7.1%, Shippers -4.1%, Elec. Equip. -3.8% 

Stocks: Anritsu +19%, Goldwin +18%, Ryohin Keikaku +17%, NH Foods +15%, NSK +14%, Japan Tobacco +13%


Japan Strategy Weekly | Bears in the Shadows