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 gained 2.9%, led by AI-linked stocks, despite early oil and yield pressures and a 0.9% Topix decline.</li>
<li>Tankan strengthened rate-hike expectations, while Tokyo core inflation accelerated to 2.7%, above the BOJ’s target.</li>
<li>JGB yields hit 30-year highs as US yields remained elevated; yen weakness and fiscal policy stayed key market concerns.</li>
</ul>


Nikkei gained 2.9%, led by AI-linked stocks, despite early oil and yield pressures and a 0.9% Topix decline.
Tankan strengthened rate-hike expectations, while Tokyo core inflation accelerated to 2.7%, above the BOJ’s target.
JGB yields hit 30-year highs as US yields remained elevated; yen weakness and fiscal policy stayed key market concerns.


Japan Strategy Weekly | Chip Stocks Lift Nikkei