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>As AI shifts from software hype to hardware reality, hyperscalers plan $650–750 billion in 2026 capex for infrastructure, boosting upstream hardware suppliers.</li>
<li>Japan's Nikkei has outperformed globally (+13% YTD vs. Nasdaq's decline), driven by strong gains in materials and semiconductor equipment firms tied to the AI supply chain.</li>
<li>Prime Minister Takaichi's landslide election victory fuels optimism for pro-growth policies; markets reacted positively with equity rallies, yen strength, and falling yields.</li>
</ul>


As AI shifts from software hype to hardware reality, hyperscalers plan $650–750 billion in 2026 capex for infrastructure, boosting upstream hardware suppliers.
Japan's Nikkei has outperformed globally (+13% YTD vs. Nasdaq's decline), driven by strong gains in materials and semiconductor equipment firms tied to the AI supply chain.
Prime Minister Takaichi's landslide election victory fuels optimism for pro-growth policies; markets reacted positively with equity rallies, yen strength, and falling yields.


Japan Strategy Weekly | The Global Hardware Store for the AI Era