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.

Nikkei 225 (NKY INDEX) Outlook Amid Escalating Japanese Government Bond Concerns

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>US stocks posted their worst day since October on Tuesday, with S&amp;P 500 ~2%, and Nasdaq over 2.4%, erasing YTD gains amid renewed Trump tariff threats.</li>
<li>The EU considered $108 billion in retaliatory tariffs and its anti-coercion tool, risking $8 trillion in US asset fallout, while Treasury yields reached four-month highs on Japanese bond selling.</li>
<li>
<strong>Shionog</strong>i invests $2.1B in ViiV Healthcare to raise stake to 21% and bolster HIV revenue; <strong>Sony</strong> signs MoU with TCL for home entertainment JV.</li>
</ul>


US stocks posted their worst day since October on Tuesday, with S&amp;P 500 ~2%, and Nasdaq over 2.4%, erasing YTD gains amid renewed Trump tariff threats.
The EU considered $108 billion in retaliatory tariffs and its anti-coercion tool, risking $8 trillion in US asset fallout, while Treasury yields reached four-month highs on Japanese bond selling.

Shionogi invests $2.1B in ViiV Healthcare to raise stake to 21% and bolster HIV revenue; Sony signs MoU with TCL for home entertainment JV.


Ohayo Japan | Japan's 40-Year Bond Yield Hits Record High Above 4% on Fiscal Outlook Fears