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.

Beyond the Bubble: A Deep Dive into the Forces Behind the Nikkei Index Surge

Decoding Tata Motors Demerger: The Way Ahead

Governance Under Scrutiny: RBI, SEBI Probe on JM Financial

Thematic (Sector/Industry)

Japan Financials / Thematic (Sector/Industry)

<ul>
<li>
 Market Performance: Topix achieved a third consecutive weekly gain, rising by +1.3% to close at 2,366. Defensive sectors, particularly healthcare, telecoms, and utilities, outperformed</li>
<li>
 Stock Highlights: Nihon Kohden emerged as the top performer with a +19% gain, fuelled by ValueAct Capital Management's significant shareholding. Conversely, shippers experienced declines.</li>
<li>
 Annual Overview: Topix stood out as one of the best-performing global markets for the year, boasting a remarkable +25% gain. Corporate governance reforms, coupled with yen weakness, were pivotal.</li>
</ul>



 Market Performance: Topix achieved a third consecutive weekly gain, rising by +1.3% to close at 2,366. Defensive sectors, particularly healthcare, telecoms, and utilities, outperformed

 Stock Highlights: Nihon Kohden emerged as the top performer with a +19% gain, fuelled by ValueAct Capital Management's significant shareholding. Conversely, shippers experienced declines.

 Annual Overview: Topix stood out as one of the best-performing global markets for the year, boasting a remarkable +25% gain. Corporate governance reforms, coupled with yen weakness, were pivotal.


Japan Weekly | Topix +25% for the Year