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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>U.S. stocks rose as Nvidia topped Microsoft in value; job data beat forecasts, but global growth concerns grew amid tariffs and stalled trade talks.</li>
<li>Meta signed a 20-year deal with Constellation to power AI growth with nuclear energy, supporting relicensing and expansion of an Illinois plant.</li>
<li>Fast Retailing reported UNIQLO's domestic same-store sales (including e-commerce) rose 13% year-on-year in May</li>
</ul>


U.S. stocks rose as Nvidia topped Microsoft in value; job data beat forecasts, but global growth concerns grew amid tariffs and stalled trade talks.
Meta signed a 20-year deal with Constellation to power AI growth with nuclear energy, supporting relicensing and expansion of an Illinois plant.
Fast Retailing reported UNIQLO's domestic same-store sales (including e-commerce) rose 13% year-on-year in May


Ohayo Japan | Nvidia Flips Microsoft