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>Japanese equities rallied on strong earnings, upbeat trade sentiment, and better-than-expected GDP, with Nikkei +3.7% and Topix +2.8% hitting record highs.</li>
<li>Major gainers included SoftBank, Sanrio, Zensho, and Mitsui Mining, all boosted by strong results, upbeat guidance, and growth in AI or global demand.</li>
<li>Chugai, Nippon Paint, and Dentsu fell sharply on weaker guidance, disappointing data, or impairments, with dividend cuts and revenue downgrades weighing on sentiment.</li>
</ul>


Japanese equities rallied on strong earnings, upbeat trade sentiment, and better-than-expected GDP, with Nikkei +3.7% and Topix +2.8% hitting record highs.
Major gainers included SoftBank, Sanrio, Zensho, and Mitsui Mining, all boosted by strong results, upbeat guidance, and growth in AI or global demand.
Chugai, Nippon Paint, and Dentsu fell sharply on weaker guidance, disappointing data, or impairments, with dividend cuts and revenue downgrades weighing on sentiment.


Japan Weekly | 실적 호조로 주가 사상 최고치 경신