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 equities fell as AI and semiconductor stocks swung sharply, with brief Nvidia-driven optimism fading into week-ending profit-taking that dragged major indices lower.</li>
<li>Top performer, Asahi Intecc, jumped about 21% on strong 1Q results, margin gains from productivity efforts, and solid US momentum.</li>
<li>Dalton is steadily increasing its Anicom stake amid solid fundamentals, while NAVF builds Eiken holdings and advances governance reforms.</li>
</ul>


Japanese equities fell as AI and semiconductor stocks swung sharply, with brief Nvidia-driven optimism fading into week-ending profit-taking that dragged major indices lower.
Top performer, Asahi Intecc, jumped about 21% on strong 1Q results, margin gains from productivity efforts, and solid US momentum.
Dalton is steadily increasing its Anicom stake amid solid fundamentals, while NAVF builds Eiken holdings and advances governance reforms.


Japan Strategy Weekly | Stimulus Vs. Rising Yields