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.

BoJ Koeda: Another Question Mark on June Hike

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>Topix +0.3% this week with strength in smaller caps and value names. Market breadth still relatively poor</li>
<li>BoJ held rates but 3 members dissented for hikes; outlook flagged upside inflation risks; signals potential June hike.</li>
<li>Japan likely intervened as USD/JPY plunged 160→155; officials warned of “decisive measures,” with more intervention possible near-term.  </li>
</ul>


Topix +0.3% this week with strength in smaller caps and value names. Market breadth still relatively poor
BoJ held rates but 3 members dissented for hikes; outlook flagged upside inflation risks; signals potential June hike.
Japan likely intervened as USD/JPY plunged 160→155; officials warned of “decisive measures,” with more intervention possible near-term.  


Japan Strategy Weekly | BoJ Held Rates but Sent Hawkish Signals