
The premier rugby sevens tournament in Asia, featuring top international teams competing in a three-day festival of sport and entertainment.
Astris Advisory Japan is delighted to share the stage with Barclays at the BCCJ Global Forecast 2025 on April 8th. Neil Newman, Head of Strategy at Astris Advisory, will join Andrew McDougall, Global Head of Geopolitical Risk at Barclays, to discuss the key geopolitical and economic trends shaping the year ahead, moderated by Heather Prosser.
Join us for an in-depth look at the drivers shaping Asia-Pacific markets. • Interest in commodities, and China more broadly, is at extreme lows, even worse than in 2015, causing the market to overlook major developments, particularly in the green economy. • While India benefits from lower energy prices and remains a compelling long-term metals story, the real shift is in coal's decline as renewables gain traction in China, India, and Korea, raising questions about China’s next five-year plan and exposing Europe’s grid and storage challenges. • Outlook for the Japanese equity market: we’ll explore the macro-thematic sectors driving performance; investor patterns, FOREX and rates, identify where capital is flowing, highlighting the most promising long and short opportunities for the second half – introducing the Astris Advisory Short Report.
Neil is an expert commentator and seasoned strategist on Japanese and pan-Asia equities markets drawing on his 40-years experience in Japan and Hong Kong. His publications include: Equity macro thematic and macroeconomic strategy notes equity market outlook multimedia articles a quarterly deeper dive into emerging or existing themes video interviews with interesting guests round table participation in discussions with industry experts videos of interesting events and trade shows. Office visits - Europe, the US, and Asia regularly to discuss the latest on Japan with presentations to small internal groups, managers, and external clients.
Read full profileKirk has 25 years experience researching Japanese telecom companies for both traditional investment banks and independent research houses. In 2011, he added Japan’s Internet companies to his coverage and more recently has dived into the fintech and generative AI themes.
Read full profileTakaki Nakanishi has over 30 years of unique and broad experience in the auto industry, uninterrupted since 1994. Nakanishi ranked 1st in the Institutional Investor “All-Japan Research Team Rankings” for the auto sector for six years running from 2004 to 2009. He also ranked No.2 in 2012 and No. 1 in 2013 after spending time in asset management.
Read full profileMichael has 15 years of experience in sell-side quantitative and fundamental research roles, he focuses on building value-added quantitative models.
Read full profileIan Roper is a highly regarded commodity strategist, with over 22 years of experience in metals based in London, Shanghai, Singapore, and now Tokyo. He brings his leading-edge thoughts on the markets as an unbiased independent analyst.
Read full profileAdrian Gornall has over 35 years of pan-Asia sell-side and buy-side equities market experience. He is constantly seeking thematic investment opportunities in Japan that are being overlooked by the market. He meets daily with large and small capitalization companies and is an invaluable resource for lesser-known businesses.
Read full profile