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>AI profit-taking caps the Nikkei, but strength in semiconductor equipment and domestic software points to rotation rather than retreat.</li>
<li>Strong wages keep October and December BOJ hikes in play, even as easing bond yields weigh on banks.</li>
<li>Rorze surges on record orders and higher guidance, while INFRONEER slumps on a dilutive share offering.</li>
</ul>


AI profit-taking caps the Nikkei, but strength in semiconductor equipment and domestic software points to rotation rather than retreat.
Strong wages keep October and December BOJ hikes in play, even as easing bond yields weigh on banks.
Rorze surges on record orders and higher guidance, while INFRONEER slumps on a dilutive share offering.


Japan Strategy Weekly | AI Jitters Cap Gains as BOJ Rate-Hike Bets Build