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>US Stocks surged to yet another record high as a surge in energy propelled a broader market rally, bolstering sentiment following economic data hinting at potential consumer weakness.</li>
<li>Company spotlight: Kose’s stock has been pummeled following earnings miss and below-expected guidance. If Travel Retail &amp; China can show some signs of life could be interesting value play</li>
<li>Japan may have slipped from the Third largest to Fourth largest economy, but the stock market doesn’t seem to care.</li>
</ul>


US Stocks surged to yet another record high as a surge in energy propelled a broader market rally, bolstering sentiment following economic data hinting at potential consumer weakness.
Company spotlight: Kose’s stock has been pummeled following earnings miss and below-expected guidance. If Travel Retail &amp; China can show some signs of life could be interesting value play
Japan may have slipped from the Third largest to Fourth largest economy, but the stock market doesn’t seem to care.


Ohayo Japan | Riding High; Kose Needs a Makeover