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 equities rebounded on Friday, snapping a recent losing streak as easing inflation concerns and renewed confidence in the AI trade lifted sentiment late in a volatile week.</li>
<li>Sony Group will acquire an additional 41% of Peanuts Holdings for about $460m, lifting ownership to 80%, consolidating the unit and booking a remeasurement gain in operating profit.</li>
<li>Nike’s earnings slump highlights China weakness and margin pressure, creating share-gain opportunities for <strong>ASICS</strong>, whose improving China margins and exposure to a healthy global running market position it favorably.</li>
</ul>


US equities rebounded on Friday, snapping a recent losing streak as easing inflation concerns and renewed confidence in the AI trade lifted sentiment late in a volatile week.
Sony Group will acquire an additional 41% of Peanuts Holdings for about $460m, lifting ownership to 80%, consolidating the unit and booking a remeasurement gain in operating profit.
Nike’s earnings slump highlights China weakness and margin pressure, creating share-gain opportunities for ASICS, whose improving China margins and exposure to a healthy global running market position it favorably.


Ohayo Japan | Tech Leads Late-Week Rally