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>US stocks rebounded, with the Nasdaq up 1.4%, as softer inflation and lower jobless claims boosted risk appetite and reinforced expectations for lower interest rates in 2026.</li>
<li>Micron surged 10% after issuing an upbeat revenue outlook, helping revive the artificial intelligence trade after recent weakness.</li>
<li>
<strong>Asahi</strong> shares fell 6% after a $3bn Diageo Africa deal, with investors worried about overpayment and leverage concerns, despite attractive growth, margins and long-term strategic benefits.</li>
</ul>


US stocks rebounded, with the Nasdaq up 1.4%, as softer inflation and lower jobless claims boosted risk appetite and reinforced expectations for lower interest rates in 2026.
Micron surged 10% after issuing an upbeat revenue outlook, helping revive the artificial intelligence trade after recent weakness.

Asahi shares fell 6% after a $3bn Diageo Africa deal, with investors worried about overpayment and leverage concerns, despite attractive growth, margins and long-term strategic benefits.


Ohayo Japan | Inflation Cools; AI Warms Up