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>Markets refocus on imminent Fed cuts, lifting rate-sensitive stocks as volatility eases.</li>
<li>Google TPUs pressure Nvidia pricing but CUDA lock-in prevents near-term displacement, just diversification.</li>
<li>Risk-On mood to boost Japan stocks; AI sector bifurcation persists until Nvidia stabilises.</li>
</ul>


Markets refocus on imminent Fed cuts, lifting rate-sensitive stocks as volatility eases.
Google TPUs pressure Nvidia pricing but CUDA lock-in prevents near-term displacement, just diversification.
Risk-On mood to boost Japan stocks; AI sector bifurcation persists until Nvidia stabilises.


Ohayo Japan | Nvidia Wobbles on Google Chip Threat