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)

<ul>
<li>For the week, the Nikkei added 4.1% while the Topix gained 2.7%. Stocks were buoyed by a rebound in AI-related beneficiaries: Fujikura (22%), Softbank (+16%), and Advantest (+10%).</li>
<li>The “Magnificent Seven”  stocks have added a staggering $11 trillion in market cap since the start of 2023—an amount equivalent to two entire Japanese stock markets.</li>
<li>If investors want MORE U.S and MORE Tech exposure, Softbank has positioned itself at the front and centre of the AI revolution. </li>
</ul>


For the week, the Nikkei added 4.1% while the Topix gained 2.7%. Stocks were buoyed by a rebound in AI-related beneficiaries: Fujikura (22%), Softbank (+16%), and Advantest (+10%).
The “Magnificent Seven”  stocks have added a staggering $11 trillion in market cap since the start of 2023—an amount equivalent to two entire Japanese stock markets.
If investors want MORE U.S and MORE Tech exposure, Softbank has positioned itself at the front and centre of the AI revolution. 


Japan Strategy Week | SoftBank's Starring Role in the Stargate Revolution