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 Financials / Thematic (Sector/Industry)

<ul>
<li>US Markets higher on back of strong bank earnings and ASML numbers spur rally in SPE names</li>
<li>LVMH +12% on surprise Q3 result as Chinese buyers return. EU lux names higher but muted follow through in US due to trade spat.</li>
<li>LDP and Japan Innovation Party to begin talks on trying to form coalition. Increases likely hood of Takaichi as PM.</li>
</ul>


US Markets higher on back of strong bank earnings and ASML numbers spur rally in SPE names
LVMH +12% on surprise Q3 result as Chinese buyers return. EU lux names higher but muted follow through in US due to trade spat.
LDP and Japan Innovation Party to begin talks on trying to form coalition. Increases likely hood of Takaichi as PM.


Ohayo Japan | ASML Sparks Tech Rally