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 equities staged a powerful advance through the week with the Nikkei 225 rocketing 7.9% to fresh all-time highs</li>
<li>Semiconductor equipment and technology names led the charge as investors continued to favour beneficiaries of global AI-related capital spending</li>
<li>Murata (+37%) was the top performer on robust demand for high-end multilayer ceramic capacitors (MLCCs) used in AI servers</li>
</ul>


Japanese equities staged a powerful advance through the week with the Nikkei 225 rocketing 7.9% to fresh all-time highs
Semiconductor equipment and technology names led the charge as investors continued to favour beneficiaries of global AI-related capital spending
Murata (+37%) was the top performer on robust demand for high-end multilayer ceramic capacitors (MLCCs) used in AI servers


Japan Strategy Weekly | Stocks Hit Record Highs as Kioxia Eclipses Toyota