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>AI stocks eased Tuesday as Oracle fell up to 7%, closing 2% lower, after reports suggested its cloud business margins were below Wall Street expectations.</li>
<li>Tesla shares fell 4% after unveiling a cheaper Model Y priced below $40,000, raising investor concerns over profit margins and demand sustainability.</li>
<li>Parent-Child listings in Japan fell 60% to 168 by September 2025, as governance reforms boosted capital efficiency and made the market more attractive to overseas investors.</li>
</ul>


AI stocks eased Tuesday as Oracle fell up to 7%, closing 2% lower, after reports suggested its cloud business margins were below Wall Street expectations.
Tesla shares fell 4% after unveiling a cheaper Model Y priced below $40,000, raising investor concerns over profit margins and demand sustainability.
Parent-Child listings in Japan fell 60% to 168 by September 2025, as governance reforms boosted capital efficiency and made the market more attractive to overseas investors.


Ohayo Japan | Doubts Over Cloud Profitability