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>US Stocks rallied as tech led gains; S&amp;P 500 rose 5.3% for the week, with Nvidia up 16%, Meta 8%, Apple 6%, and Microsoft 3%.</li>
<li>Japan’s Nikkei rose 0.7% as U.S.-China tariff cuts boosted semiconductors, but gains faded mid-week amid profit-taking, yen strength, and pharma sector declines.</li>
<li>J. Front Retailing shares rose 22% this week, driven by speculation that an activist investor had taken a stake in the company. Large share buybacks from Sankyo and Glory</li>
</ul>


US Stocks rallied as tech led gains; S&amp;P 500 rose 5.3% for the week, with Nvidia up 16%, Meta 8%, Apple 6%, and Microsoft 3%.
Japan’s Nikkei rose 0.7% as U.S.-China tariff cuts boosted semiconductors, but gains faded mid-week amid profit-taking, yen strength, and pharma sector declines.
J. Front Retailing shares rose 22% this week, driven by speculation that an activist investor had taken a stake in the company. Large share buybacks from Sankyo and Glory


Japan Strategy Weekly | US Tech Leads; Japan Lags