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 indexes gained over 1% for the week, driven by AI optimism despite a U.S. government shutdown</li>
<li>Sanae Takaichi won the LDP presidential election - strong on Japan defence, fiscal spending, growth and immigration controls.  </li>
<li>Yaskawa Electric raised its FY 2026 forecast, expecting 48 billion yen in operating income (prev. 43b), and 525 billion yen in sales, surpassing estimates.</li>
</ul>


US indexes gained over 1% for the week, driven by AI optimism despite a U.S. government shutdown
Sanae Takaichi won the LDP presidential election - strong on Japan defence, fiscal spending, growth and immigration controls.  
Yaskawa Electric raised its FY 2026 forecast, expecting 48 billion yen in operating income (prev. 43b), and 525 billion yen in sales, surpassing estimates.


Ohayo Japan | Political Uncertainty V. AI Boom