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>Stocks bounced off intraday lows; Tech stocks recovered with Nvidia +1.8%, Oracle +2.4%, Palantir +1% by the close</li>
<li>Investors still questioning elevated AI valuations, rising debt financing, and capex plans. Rate cut expectations receding. </li>
<li>JP Earnings season drawing to close. NVIDIA results due on Wednesday likely to be focus of the week. </li>
</ul>


Stocks bounced off intraday lows; Tech stocks recovered with Nvidia +1.8%, Oracle +2.4%, Palantir +1% by the close
Investors still questioning elevated AI valuations, rising debt financing, and capex plans. Rate cut expectations receding. 
JP Earnings season drawing to close. NVIDIA results due on Wednesday likely to be focus of the week. 


Ohayo Japan | Nasdaq Snaps Losing Streak as Tech Bounces