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.

Recruit (6098 JP) | Too Conservative on Labour Outlook

Thematic (Sector/Industry)

<ul>
<li>Japanese equities were marginally higher on the week as global markets continued to focus on problems in the banking system</li>
<li>The Fed, The Bank of England and the Swiss National Bank continued to fight the war on inflation.</li>
<li>In Japan, Recruit was the standout performer after the company announced a hefty cut to its workforce (in a bad news is good news kinda way)</li>
</ul>


Japanese equities were marginally higher on the week as global markets continued to focus on problems in the banking system
The Fed, The Bank of England and the Swiss National Bank continued to fight the war on inflation.
In Japan, Recruit was the standout performer after the company announced a hefty cut to its workforce (in a bad news is good news kinda way)


Japan Weekly | Financials Still a Concern, Recruit, Toyota Industries