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>Tech-Led selloff as Meta (-11%) and Microsoft (-3%) slumped on higher spending forecasts; health stocks rose on Eli Lilly’s strong results. </li>
<li>Nikkei hit record highs after BoJ held rates at 0.5%; yen weakened; Trump-Xi summit yielded tariff cuts and rare earth export agreements. </li>
<li>Major Japanese firms posted strong profits (Fujitsu, Astellas, Konami), while Panasonic and Nissan warned of US tariff impacts and weaker earnings outlooks.</li>
</ul>


Tech-Led selloff as Meta (-11%) and Microsoft (-3%) slumped on higher spending forecasts; health stocks rose on Eli Lilly’s strong results. 
Nikkei hit record highs after BoJ held rates at 0.5%; yen weakened; Trump-Xi summit yielded tariff cuts and rare earth export agreements. 
Major Japanese firms posted strong profits (Fujitsu, Astellas, Konami), while Panasonic and Nissan warned of US tariff impacts and weaker earnings outlooks.


Ohayo Japan | Big Tech Capex Tests Wall Street Nerves