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 hit fresh highs as weaker-than-expected PPI (-0.1% vs +0.3% est.) boosted Fed cut bets; Oracle jumped 36% on AI-driven cloud growth.</li>
<li>Investors await Thursday’s CPI, expected to show 2.9% headline and 3.1% core inflation, a backdrop supportive of further Fed easing.</li>
<li>Activist pressure and restructuring dominated JP headlines: Elliott took a stake in Kansai Electric, Fuji Media selling non-core equities, and major resin makers announced a domestic consolidation.</li>
</ul>


US equities hit fresh highs as weaker-than-expected PPI (-0.1% vs +0.3% est.) boosted Fed cut bets; Oracle jumped 36% on AI-driven cloud growth.
Investors await Thursday’s CPI, expected to show 2.9% headline and 3.1% core inflation, a backdrop supportive of further Fed easing.
Activist pressure and restructuring dominated JP headlines: Elliott took a stake in Kansai Electric, Fuji Media selling non-core equities, and major resin makers announced a domestic consolidation.


Ohayo Japan | Record Close, Oracle Jumps