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)

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Market Wrap: Japanese equities edged higher. Easing inflation, BoJ's dovish stance and Wall Street optimism influenced the market. Industrials and basic materials best sectors. </li>
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Major Movers: Shipping disruptions benefit container plays; Shiseido plans reforms to cut ¥40 billion; China's gaming crackdown hits Tencent, NetEase, triggering concerns for Nexon.</li>
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Activist Watch: No new activist holdings to report. However, several funds continue to build stakes in existing holdings. 3D Investment Partners drinks up some more Sapporo shares</li>
</ul>



Market Wrap: Japanese equities edged higher. Easing inflation, BoJ's dovish stance and Wall Street optimism influenced the market. Industrials and basic materials best sectors. 

Major Movers: Shipping disruptions benefit container plays; Shiseido plans reforms to cut ¥40 billion; China's gaming crackdown hits Tencent, NetEase, triggering concerns for Nexon.

Activist Watch: No new activist holdings to report. However, several funds continue to build stakes in existing holdings. 3D Investment Partners drinks up some more Sapporo shares


Japan Weekly | Shippers, Shiseido, Nexon, Sapporo, Glosel