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 Financials / Thematic (Sector/Industry)

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<li>
Equity Surge: Japanese stocks rallied as investors priced in Abenomics-style stimulus under PM-elect Takaichi, with Nikkei +5%, Topix +2%. </li>
<li>
Infrastructure and tech led gains: SoftBank, Yaskawa, Fujikura, Mani, and Fast Retailing surged on earnings beats, robotics expansion, and growth in data center components. </li>
<li>
Risks: Political fragility, inflation-wage pressures, and US reaction to yen depreciation pose potential hurdles to market optimism.</li>
</ul>



Equity Surge: Japanese stocks rallied as investors priced in Abenomics-style stimulus under PM-elect Takaichi, with Nikkei +5%, Topix +2%. 

Infrastructure and tech led gains: SoftBank, Yaskawa, Fujikura, Mani, and Fast Retailing surged on earnings beats, robotics expansion, and growth in data center components. 

Risks: Political fragility, inflation-wage pressures, and US reaction to yen depreciation pose potential hurdles to market optimism.


日本戦略ウィークリー：タカイチ貿易が記録的な上昇を巻き起こす