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)

<ul>
<li>Indexes: Dow -0.4%, S&amp;P 500 -0.0%, Nasdaq -0.2%; 10Y 5.21%, yields eased; Brent $106.3, choppy on Middle East headlines </li>
<li>DRAM memory stocks fell over 3% after China’s CXMT unveiled cheaper data-centre memory technology, pressuring AI-linked shares, though sharp declines in Japanese chip stocks suggest much is priced in.</li>
<li>Energy led S&amp;P sectors amid unconfirmed reports of a strike on Saudi Aramco’s headquarters; Japanese shippers and trading houses rallied, with further gains hinging on confirmation.</li>
</ul>


Indexes: Dow -0.4%, S&amp;P 500 -0.0%, Nasdaq -0.2%; 10Y 5.21%, yields eased; Brent $106.3, choppy on Middle East headlines 
DRAM memory stocks fell over 3% after China’s CXMT unveiled cheaper data-centre memory technology, pressuring AI-linked shares, though sharp declines in Japanese chip stocks suggest much is priced in.
Energy led S&amp;P sectors amid unconfirmed reports of a strike on Saudi Aramco’s headquarters; Japanese shippers and trading houses rallied, with further gains hinging on confirmation.


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