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>Tech/AI optimism revived after Nvidia’s meeting calmed sustainability worries about the AI investment cycle</li>
<li>The S&amp;P 500 Information Technology sector rose nearly 3% and was the only major sector in positive territory. An equal-weighted S&amp;P 500 was essentially flat to slightly down</li>
<li>NKY Futures imply subdued open in Tokyo and likely cautious end to the week. AI beneficiaries &amp; SaaS still most likely to perform</li>
</ul>


Tech/AI optimism revived after Nvidia’s meeting calmed sustainability worries about the AI investment cycle
The S&amp;P 500 Information Technology sector rose nearly 3% and was the only major sector in positive territory. An equal-weighted S&amp;P 500 was essentially flat to slightly down
NKY Futures imply subdued open in Tokyo and likely cautious end to the week. AI beneficiaries &amp; SaaS still most likely to perform


Ohayo Japan | Nvidia's Upbeat Outlook