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)

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<li>
AI deals drove Nasdaq +0.5%: OpenAI $38B AWS, Lambda/Microsoft multibillion, Iris Energy $9.7B Microsoft; Nvidia +2.2%.</li>
<li>
Palantir Q3 beat: 21¢ EPS/$1.18B rev, Q4 guide $1.33B on AI; stock +1% AH</li>
<li>
Kimberly-Clark buys Kenvue for $48.7B, merging 10 $1B brands; Kenvue +12%, KC -14%.</li>
</ul>



AI deals drove Nasdaq +0.5%: OpenAI $38B AWS, Lambda/Microsoft multibillion, Iris Energy $9.7B Microsoft; Nvidia +2.2%.

Palantir Q3 beat: 21¢ EPS/$1.18B rev, Q4 guide $1.33B on AI; stock +1% AH

Kimberly-Clark buys Kenvue for $48.7B, merging 10 $1B brands; Kenvue +12%, KC -14%.


Ohayo Japan | AI Deals Drive Gains