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>Japanese AI hardware stocks fell sharply after reports of Meta's compute platform fuelled overcapacity fears</li>
<li>Markets are rotating from AI infrastructure to AI implementation, favouring enterprise software and system integrators over hardware suppliers</li>
<li>AI implementation firms may benefit over the medium term: BayCurrent, Fujitsu, and SIers.</li>
</ul>


Japanese AI hardware stocks fell sharply after reports of Meta's compute platform fuelled overcapacity fears
Markets are rotating from AI infrastructure to AI implementation, favouring enterprise software and system integrators over hardware suppliers
AI implementation firms may benefit over the medium term: BayCurrent, Fujitsu, and SIers.


Japan Strategy Weekly | from Builders to Users