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 delivered exceptional performance this week, with the Nikkei 225 surging 4.1% to fresh record highs </li>
<li>Expect the BoJ to maintain the 0.5% policy rate Friday, with October remaining the earliest viable hike window</li>
<li>Geopolitical tensions remain elevated with Polish airspace incidents and Middle East complexities creating volatility catalysts; We remain +ve on JP equities given attractive valuations and Fed tailwinds</li>
</ul>


Japanese equities delivered exceptional performance this week, with the Nikkei 225 surging 4.1% to fresh record highs 
Expect the BoJ to maintain the 0.5% policy rate Friday, with October remaining the earliest viable hike window
Geopolitical tensions remain elevated with Polish airspace incidents and Middle East complexities creating volatility catalysts; We remain +ve on JP equities given attractive valuations and Fed tailwinds


Japan Strategy Weekly | Nikkei Surges to Record High