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>Crude fell sharply on optimism around US-Iran negotiations, helping lower Treasury yields and support risk assets.</li>
<li>Nvidia reports after the US close, making its revenue outlook, AI demand and capex commentary the key test for Japanese AI/semiconductor names.</li>
<li>Dick’s Sporting Goods cut its FY2026 outlook sharply; the main issue was Foot Locker, where comp sales fell 3.6%, reflecting weak demand for legacy sneakers &amp; excess inventory</li>
</ul>


Crude fell sharply on optimism around US-Iran negotiations, helping lower Treasury yields and support risk assets.
Nvidia reports after the US close, making its revenue outlook, AI demand and capex commentary the key test for Japanese AI/semiconductor names.
Dick’s Sporting Goods cut its FY2026 outlook sharply; the main issue was Foot Locker, where comp sales fell 3.6%, reflecting weak demand for legacy sneakers &amp; excess inventory


Ohayo Japan | Oil Slides on Iran Optimism