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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Treasury Secretary Scott Bessent signaled a “de-escalation” in trade talks, sparking optimism, although no confirmation from Trump</li>
<li>Bitcoin rose above $90k (+5%) driven by bearish projections in the IMF’s April report, which cut the U.S. growth forecast to 1.8% and raised inflation expectations</li>
<li>Tesla's Q1 2025 revenue fell 9% to $19 billion, net profit down 71% to $0.4 billion, due to delivery drops, competition, and tariffs.</li>
</ul>


Treasury Secretary Scott Bessent signaled a “de-escalation” in trade talks, sparking optimism, although no confirmation from Trump
Bitcoin rose above $90k (+5%) driven by bearish projections in the IMF’s April report, which cut the U.S. growth forecast to 1.8% and raised inflation expectations
Tesla's Q1 2025 revenue fell 9% to $19 billion, net profit down 71% to $0.4 billion, due to delivery drops, competition, and tariffs.


Ohayo Japan | Bessent Sees Deescalation with China