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>PM Sanae Takaichi's administration is steering Japan towards a more assertive role in the Indo-Pacific, backed by a week of high-profile diplomatic and defence announcements</li>
<li>Defence Minister Shinjiro Koizumi's meeting with US Defence Secretary Pete Hegseth at the Pentagon this week underscored the durability of the Japan-US alliance</li>
<li>Nvestor appetite for Japanese equities has strengthened on expectations that a decisive electoral mandate will unlock defence spending, infrastructure investment, and corporate reform</li>
</ul>


PM Sanae Takaichi's administration is steering Japan towards a more assertive role in the Indo-Pacific, backed by a week of high-profile diplomatic and defence announcements
Defence Minister Shinjiro Koizumi's meeting with US Defence Secretary Pete Hegseth at the Pentagon this week underscored the durability of the Japan-US alliance
Nvestor appetite for Japanese equities has strengthened on expectations that a decisive electoral mandate will unlock defence spending, infrastructure investment, and corporate reform


Japan Strategy Weekly | Blending Soft Charm with Hard Resolve