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>
<strong>Nasdaq-Led US rally on lower yields</strong>; AI-infrastructure names surged — watch Japan semis and data centre plays at the open.</li>
<li>
<strong> Japan earnings skew positive</strong>: major trading houses (Mitsubishi Corp, Marubeni) and Ricoh delivered large beats; ITOCHU and JAL missed.</li>
<li>Yesterday's Nikkei selloff was FX &amp; earnings-driven — FANUC and Mitsubishi Electric led the decline despite upward revisions; yen stabilization should help today</li>
</ul>



Nasdaq-Led US rally on lower yields; AI-infrastructure names surged — watch Japan semis and data centre plays at the open.

 Japan earnings skew positive: major trading houses (Mitsubishi Corp, Marubeni) and Ricoh delivered large beats; ITOCHU and JAL missed.
Yesterday's Nikkei selloff was FX &amp; earnings-driven — FANUC and Mitsubishi Electric led the decline despite upward revisions; yen stabilization should help today


Ohayo Japan | Semis in the Spotlight