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.

Komatsu (6301) | A Winning Bet on Onshoring and Electrification

Komatsu (6301) | The Back Test Worked. Now What?

Komatsu (6301) | Plenty of Gas in the Tank

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>OVERSEAS:  US Stocks fall after Labor Day Holidays with SPX -0.4% and only 3/11 Sectors rise; US Yields rise amid rush by Corporates to issue Bonds; Oil Breaches $90</li>
<li>JAPAN:  NKY Futures +0.2% Premium vs Cash; USDJPY 147.7; Japan FY24 Budget requests hit 114 trillion yen; KKR prepares to relist Kokusai at 400bn valuation</li>
<li>JAPAN X:  Nasdaq gains popularity as Japanese Startups Opt for Overseas Listings.  The JPX needs to take heed otherwise it will end up missing out on significant local IPO opportunities.</li>
</ul>


OVERSEAS:  US Stocks fall after Labor Day Holidays with SPX -0.4% and only 3/11 Sectors rise; US Yields rise amid rush by Corporates to issue Bonds; Oil Breaches $90
JAPAN:  NKY Futures +0.2% Premium vs Cash; USDJPY 147.7; Japan FY24 Budget requests hit 114 trillion yen; KKR prepares to relist Kokusai at 400bn valuation
JAPAN X:  Nasdaq gains popularity as Japanese Startups Opt for Overseas Listings.  The JPX needs to take heed otherwise it will end up missing out on significant local IPO opportunities.


Ohayo Japan| Equities Fall Amid Yield Rise; JAPAN X: Japan Startups Look Beyond Home for IPO Success