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>Japanese equities traded broadly flat this week, with performance shaped by sector rotation rather than index direction.</li>
<li>Investors rotated decisively into “hardware” and national security–linked sectors, reflecting policy signals from Prime Minister Sanae Takaichi</li>
<li>GS Yuasa was the top performer this week, after the company announced plans to build a new lithium-ion battery plant for energy storage systems</li>
</ul>


Japanese equities traded broadly flat this week, with performance shaped by sector rotation rather than index direction.
Investors rotated decisively into “hardware” and national security–linked sectors, reflecting policy signals from Prime Minister Sanae Takaichi
GS Yuasa was the top performer this week, after the company announced plans to build a new lithium-ion battery plant for energy storage systems


Japan Strategy Weekly | From Austerity to Strategic Investment