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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Nikkei Futures marginally lower with few new drivers given US holidays. Japan volumes likely to remain subdued</li>
<li>China/Japan tensions, tech outperformance, US rate cuts, BoJ's dovish stance - stock supportive  </li>
<li>UK retailer Halfords' strong cycling revenue suggests <strong>Shimano</strong> may benefit from inventory restocking by retailers in 2H, preparing for next summer's peak demand.</li>
</ul>


Nikkei Futures marginally lower with few new drivers given US holidays. Japan volumes likely to remain subdued
China/Japan tensions, tech outperformance, US rate cuts, BoJ's dovish stance - stock supportive  
UK retailer Halfords' strong cycling revenue suggests Shimano may benefit from inventory restocking by retailers in 2H, preparing for next summer's peak demand.


Ohayo Japan | Grateful for Gains