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 Industrials / Thematic (Sector/Industry)

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Equities rose Friday, DJIA +300pts (+0.6%), SPX +0.6%, NDX +0.4%, but weekly losses persisted; Aug core PCE hit 2.9%, markets expect two 25bps Fed cuts.</li>
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Week ahead: Sep NFP Fri expects +150k jobs, 4.3% unemp; labor data, factory orders, construction spending due; Nike Tue EPS $0.28, rev $11B; US govt shutdown risk Tue.</li>
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Nidec files delayed FY25 report due to overseas subsidiary customs duty issues; PwC Japan issues disclaimer opinion amid ongoing improper accounting probe, risking TSE special caution designation.</li>
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Equities rose Friday, DJIA +300pts (+0.6%), SPX +0.6%, NDX +0.4%, but weekly losses persisted; Aug core PCE hit 2.9%, markets expect two 25bps Fed cuts.

Week ahead: Sep NFP Fri expects +150k jobs, 4.3% unemp; labor data, factory orders, construction spending due; Nike Tue EPS $0.28, rev $11B; US govt shutdown risk Tue.

Nidec files delayed FY25 report due to overseas subsidiary customs duty issues; PwC Japan issues disclaimer opinion amid ongoing improper accounting probe, risking TSE special caution designation.


Ohayo Japan | Stocks Gain; Eyes on NFP, Gov’t Shutdown Risk