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>Japanese markets were resilient despite bond yields hitting a 20-year high of 1.95%, as the market now anticipates an 80% chance of a BOJ rate hike this month.</li>
<li>Fanuc and Yaskawa surged as investors backed robotics, driven by reshoring trends and Fanuc's new partnership with Nvidia for industrial infrastructure.</li>
<li>SoftBank benefited from its role in physical AI and reports of Masayoshi Son's US high-tech factory plan</li>
</ul>


Japanese markets were resilient despite bond yields hitting a 20-year high of 1.95%, as the market now anticipates an 80% chance of a BOJ rate hike this month.
Fanuc and Yaskawa surged as investors backed robotics, driven by reshoring trends and Fanuc's new partnership with Nvidia for industrial infrastructure.
SoftBank benefited from its role in physical AI and reports of Masayoshi Son's US high-tech factory plan


Japan Strategy Weekly | Pros and Cons