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 slip from records: Dow −0.7%, S&amp;P 500 and Nasdaq −0.2%, as the 30Y UST hits its highest since 2002 and Brent nears $100.</li>
<li>
 AI capex keeps building: Citi sees TSMC lifting capex, and SpaceX plans a $40bn debt raise to buy Nvidia GPUs. Both support Tokyo Electron, Advantest and Screen.</li>
<li>
 US regulators probe Deere as Yamaha Motor signs a tie-up with it; Kubota in focus</li>
</ul>



 US stocks slip from records: Dow −0.7%, S&amp;P 500 and Nasdaq −0.2%, as the 30Y UST hits its highest since 2002 and Brent nears $100.

 AI capex keeps building: Citi sees TSMC lifting capex, and SpaceX plans a $40bn debt raise to buy Nvidia GPUs. Both support Tokyo Electron, Advantest and Screen.

 US regulators probe Deere as Yamaha Motor signs a tie-up with it; Kubota in focus


Ohayo Japan | Rates Scare, AI Capex Rolls On