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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CLOSES: TPX +1.8%, NKY +0.7%, JPY 155.85 (+0.50), JGB 1.95% (unch). Topix hits new all-time high</li>
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SECTORS: Securities +6.3%, Autos +6.2%, Wholesale +5.3% | Precision -0.2%, Telco -1.6%, Other Prod. -2.3%</li>
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WEEK AHEAD: Tankan (Mon), Flash PMI (Tue), Balance of Trade (Wed), CPI (Fri), BoJ Interest Rate Decision (Fri)</li>
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CLOSES: TPX +1.8%, NKY +0.7%, JPY 155.85 (+0.50), JGB 1.95% (unch). Topix hits new all-time high

SECTORS: Securities +6.3%, Autos +6.2%, Wholesale +5.3% | Precision -0.2%, Telco -1.6%, Other Prod. -2.3%

WEEK AHEAD: Tankan (Mon), Flash PMI (Tue), Balance of Trade (Wed), CPI (Fri), BoJ Interest Rate Decision (Fri)


Japan Strategy Weekly | BoJ Hike Anticipated Amid Manufacturing Rebound and Services Inflation