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)

<ul>
<li>Iran’s missile attack on a U.S. base in Qatar, intercepted without casualties, led investors to downplay risks to oil supply. West Texas Intermediate crude fell over 7%</li>
<li>Renesas Electronics anticipates a 250 billion yen loss for January-June 2025 due to the deteriorating performance of its U.S. partner, Wolfspeed</li>
<li>Yakult faces shareholder proposals from Dalton Investments, endorsed by Glass Lewis, for a 100 billion yen share buyback</li>
</ul>


Iran’s missile attack on a U.S. base in Qatar, intercepted without casualties, led investors to downplay risks to oil supply. West Texas Intermediate crude fell over 7%
Renesas Electronics anticipates a 250 billion yen loss for January-June 2025 due to the deteriorating performance of its U.S. partner, Wolfspeed
Yakult faces shareholder proposals from Dalton Investments, endorsed by Glass Lewis, for a 100 billion yen share buyback


Ohayo Japan | Limited Retaliation to U.S. Strikes