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 equities rebounded Friday, but weekly losses persisted as inflation concerns pushed 10-year Treasury yields to 4.73% and 30-year yields to 5.2%.</li>
<li>Wednesday's Nvidia earnings will test the resilience of the AI trade, with strong spending benefiting the chipmaker but lofty expectations and valuation leaving little room for disappointment.</li>
<li>Japan’s Nikkei fell 0.3% despite recovering sharply intraday, while TOPIX gained 0.2%; shipping, mining and oil stocks outperformed.</li>
</ul>


US equities rebounded Friday, but weekly losses persisted as inflation concerns pushed 10-year Treasury yields to 4.73% and 30-year yields to 5.2%.
Wednesday's Nvidia earnings will test the resilience of the AI trade, with strong spending benefiting the chipmaker but lofty expectations and valuation leaving little room for disappointment.
Japan’s Nikkei fell 0.3% despite recovering sharply intraday, while TOPIX gained 0.2%; shipping, mining and oil stocks outperformed.


Ohayo Japan | Rebound as Higher Yields Keep Pressure on Markets