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: S&amp;P 500 and Nasdaq hit records, but narrow breadth highlights heavy concentration in chipmakers and the AI supply chain. </li>
<li>Nuclear: Big Tech’s nuclear power commitments strengthen the outlook for Japanese nuclear equipment suppliers and utilities pursuing reactor restarts. </li>
<li>HDDs: Seagate and Western Digital fell amid Toshiba’s planned capacity expansion and bidding competition for TDK’s magnetic-head business.</li>
</ul>


US equities: S&amp;P 500 and Nasdaq hit records, but narrow breadth highlights heavy concentration in chipmakers and the AI supply chain. 
Nuclear: Big Tech’s nuclear power commitments strengthen the outlook for Japanese nuclear equipment suppliers and utilities pursuing reactor restarts. 
HDDs: Seagate and Western Digital fell amid Toshiba’s planned capacity expansion and bidding competition for TDK’s magnetic-head business.


Ohayo Japan | S&P 500 and Nasdaq Hit Records