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)

<ul>
<li>Amazon's Weak Guidance Hits Shares – Despite beating Q4 estimates, Amazon issued softer Q1 guidance, mirroring cloud concerns that also weighed on Microsoft and Google.</li>
<li>Fed in Focus Amid Jobless Data – Weekly jobless claims rose to 219,000, slightly above estimates, fuelling speculation on the Federal Reserve’s next move ahead of Friday’s jobs report.</li>
<li>BOJ Hawkish Shift Strengthens Yen – BOJ’s Tamura signalled a rate hike to 1% in FY25, sparking sharp yen gains as USD/JPY fell below 152.</li>
</ul>


Amazon's Weak Guidance Hits Shares – Despite beating Q4 estimates, Amazon issued softer Q1 guidance, mirroring cloud concerns that also weighed on Microsoft and Google.
Fed in Focus Amid Jobless Data – Weekly jobless claims rose to 219,000, slightly above estimates, fuelling speculation on the Federal Reserve’s next move ahead of Friday’s jobs report.
BOJ Hawkish Shift Strengthens Yen – BOJ’s Tamura signalled a rate hike to 1% in FY25, sparking sharp yen gains as USD/JPY fell below 152.


Ohayo Japan | Markets Juggle Earnings, AI Trends, and Fed Signals