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>U.S. equities: Nasdaq gained 1.0% to a record, S&amp;P 500 rose 0.7%, while Nvidia hit an all-time high despite higher Treasury yields. </li>
<li>Schneider’s 42.3% premium for PTC could prompt investors to reassess valuations of Japanese companies with proprietary industrial software or automation assets</li>
<li>French fiscal and political concerns weighed heavily, sending the euro to a 17-month low against the dollar and widening French-German bond yield spreads.</li>
</ul>


U.S. equities: Nasdaq gained 1.0% to a record, S&amp;P 500 rose 0.7%, while Nvidia hit an all-time high despite higher Treasury yields. 
Schneider’s 42.3% premium for PTC could prompt investors to reassess valuations of Japanese companies with proprietary industrial software or automation assets
French fiscal and political concerns weighed heavily, sending the euro to a 17-month low against the dollar and widening French-German bond yield spreads.


Ohayo Japan | Nasdaq Hits a Record High