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>A strong night for AI and semiconductor names should underpin TEL, Kyocera, Advantest, and the broader chip complex at the open</li>
<li>Citadel absorbed the bulk of Situational Awareness's distressed equity book suggests a significant overhang has been removed.</li>
<li>Key risk to watch is the yen — USD/JPY moved sharply to ~157 from 163 yesterday, which could trigger early hedging; expect a rotation out of auto into tech/domestics.</li>
</ul>


A strong night for AI and semiconductor names should underpin TEL, Kyocera, Advantest, and the broader chip complex at the open
Citadel absorbed the bulk of Situational Awareness's distressed equity book suggests a significant overhang has been removed.
Key risk to watch is the yen — USD/JPY moved sharply to ~157 from 163 yesterday, which could trigger early hedging; expect a rotation out of auto into tech/domestics.


Ohayo Japan | Situation Cleared