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 Industrials / Thematic (Sector/Industry)

<ul>
<li>Nikkei rose 0.9% on AI/semiconductor strength while Topix fell 1.8% amid macro weakness and policy uncertainty; yen appreciated to ¥147.</li>
<li>Semiconductor stocks surged on OpenAI developments; Tokyo Electron, Advantest, Screen up 7-8%. Retail sales and industrial production missed expectations significantly.</li>
<li>BoJ remains divided on rate hikes despite improved business sentiment. This weekend - LDP leadership election, which will determine the successor to former PM Ishiba.</li>
</ul>


Nikkei rose 0.9% on AI/semiconductor strength while Topix fell 1.8% amid macro weakness and policy uncertainty; yen appreciated to ¥147.
Semiconductor stocks surged on OpenAI developments; Tokyo Electron, Advantest, Screen up 7-8%. Retail sales and industrial production missed expectations significantly.
BoJ remains divided on rate hikes despite improved business sentiment. This weekend - LDP leadership election, which will determine the successor to former PM Ishiba.


Japan Strategy Weekly | AI Momentum…Again