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>Stocks rebounded on stronger crypto and AI momentum, upbeat guidance from Microchip and Boeing, and rising Fed-cut optimism.</li>
<li>Mitsubishi Electric will triple optical semiconductor capacity by FY2028 by reallocating power chip capex, pivoting toward AI-driven data-center demand amid slowing EV growth.</li>
<li>Uniqlo Japan’s November same-store sales rose 7.6% year over year, extending Q1 revenue strength and supporting profit upside, though recent share gains suggest good news is priced in.</li>
</ul>


Stocks rebounded on stronger crypto and AI momentum, upbeat guidance from Microchip and Boeing, and rising Fed-cut optimism.
Mitsubishi Electric will triple optical semiconductor capacity by FY2028 by reallocating power chip capex, pivoting toward AI-driven data-center demand amid slowing EV growth.
Uniqlo Japan’s November same-store sales rose 7.6% year over year, extending Q1 revenue strength and supporting profit upside, though recent share gains suggest good news is priced in.


Ohayo Japan | Bitcoin Bounce Lifts Stocks