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>The Topix Index rose by +2.6% this week and is now 9.7% higher YTD. Tech/AI/Datacentre winners this week</li>
<li>Japan's wholesale inflation rose to 2.6% YoY in March while consumer confidence plunged to a 10-month low of 33.3, signaling weakening momentum from the conflict. </li>
<li>Japan's 10-year JGB yield climbed near its highest level since 1998 amid growing expectations of a BOJ rate hike this month to combat inflation.</li>
</ul>


The Topix Index rose by +2.6% this week and is now 9.7% higher YTD. Tech/AI/Datacentre winners this week
Japan's wholesale inflation rose to 2.6% YoY in March while consumer confidence plunged to a 10-month low of 33.3, signaling weakening momentum from the conflict. 
Japan's 10-year JGB yield climbed near its highest level since 1998 amid growing expectations of a BOJ rate hike this month to combat inflation.


Japan Strategy Weekly | Iran Ceasefire Lifts Nikkei