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.

Ohayo Japan|US Stocks Cap Strong Week; JAPAN X: Daikin, Melco to Benefit from US Heat Pump Growth

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>Japanese stocks had a good week with Topix up +3.68% and +24.21% year-to-date</li>
<li>Japanese exporters are seeing better pricing power in key overseas markets - the weak yen is an additional tailwind</li>
<li>Weakness in the Chinese economy is impacting stocks that benefit from a strong Chinese consumer and inbound tourism</li>
</ul>


Japanese stocks had a good week with Topix up +3.68% and +24.21% year-to-date
Japanese exporters are seeing better pricing power in key overseas markets - the weak yen is an additional tailwind
Weakness in the Chinese economy is impacting stocks that benefit from a strong Chinese consumer and inbound tourism


Japan Weekly | Kubota, Hitachi Construction, Ain