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>AI momentum and chip optimism drove fresh record highs for Nasdaq and S&amp;P 500, as resilient markets looked past the US shutdown toward Fed guidance and rate-cut hopes</li>
<li>JP equities price in policy-led cycle under Takaichi - AI hardware, cybersecurity, nuclear, defence themes leading. Weaker yen / fiscal support to benefit exporters / cyclicals.</li>
<li>Expect further buying in Takaichi "names." Nikkei trend is bullish but short-term overbought. Strong open likely given overnight NKY futures</li>
</ul>


AI momentum and chip optimism drove fresh record highs for Nasdaq and S&amp;P 500, as resilient markets looked past the US shutdown toward Fed guidance and rate-cut hopes
JP equities price in policy-led cycle under Takaichi - AI hardware, cybersecurity, nuclear, defence themes leading. Weaker yen / fiscal support to benefit exporters / cyclicals.
Expect further buying in Takaichi "names." Nikkei trend is bullish but short-term overbought. Strong open likely given overnight NKY futures


Ohayo Japan | AMD Hits OpenAI Jackpot