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 euphoria returns: Strong U.S. tech earnings reignited the AI trade, lifting semis, machinery and industrials, with positive read-throughs for Japanese exporters. </li>
<li>
Oil tumbles, risk appetite rises: Progress on a potential U.S.-Iran deal pushed crude below US$80, easing inflation fears, lowering yields and supporting growth stocks. </li>
<li>
Earnings drive dispersion: Guidance upgrades outweighed misses across Japan, but investors remained selective, rewarding AI and industrial winners</li>
</ul>



AI euphoria returns: Strong U.S. tech earnings reignited the AI trade, lifting semis, machinery and industrials, with positive read-throughs for Japanese exporters. 

Oil tumbles, risk appetite rises: Progress on a potential U.S.-Iran deal pushed crude below US$80, easing inflation fears, lowering yields and supporting growth stocks. 

Earnings drive dispersion: Guidance upgrades outweighed misses across Japan, but investors remained selective, rewarding AI and industrial winners


Ohayo Japan | Another Tech Melt-Up