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>Nasdaq -0.2% lower, capping a 3% weekly decline amid continued pressure on AI-related stocks.</li>
<li>The U.S. government shutdown, now in its 40th day, remains deadlocked over ACA subsidies and spending cuts, with no imminent resolution.</li>
<li>Profit taking in AI related names will remain a focus for the market. JP earnings have largely been positive. Softbank to report Tues - another test for sentiment</li>
</ul>


Nasdaq -0.2% lower, capping a 3% weekly decline amid continued pressure on AI-related stocks.
The U.S. government shutdown, now in its 40th day, remains deadlocked over ACA subsidies and spending cuts, with no imminent resolution.
Profit taking in AI related names will remain a focus for the market. JP earnings have largely been positive. Softbank to report Tues - another test for sentiment


Ohayo Japan | AI + Shutdowns