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>US stocks fell as renewed US-Iran tensions pushed oil higher, reviving inflation and Fed rate-hike concerns; S&amp;P 500 -0.5%, Nasdaq -0.2%, Dow -273 points.</li>
<li>Tech and financials lagged: Microsoft -3.0%, Meta -3.5%, while chipmakers advanced, led by Sandisk +9.0%, and Micron +4.1%.</li>
<li>NVIDIA investing $1.5 billion in SB Energy and securing exclusive AI compute infrastructure capacity at Ohio’s PORTS-Pike campus</li>
</ul>


US stocks fell as renewed US-Iran tensions pushed oil higher, reviving inflation and Fed rate-hike concerns; S&amp;P 500 -0.5%, Nasdaq -0.2%, Dow -273 points.
Tech and financials lagged: Microsoft -3.0%, Meta -3.5%, while chipmakers advanced, led by Sandisk +9.0%, and Micron +4.1%.
NVIDIA investing $1.5 billion in SB Energy and securing exclusive AI compute infrastructure capacity at Ohio’s PORTS-Pike campus


Ohayo Japan | NVIDIA Invests $1.5 Billion in SB Energy