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)

<ul>
<li>US Stocks rose as investors assessed tech earnings, with Tesla and Meta gaining while Microsoft fell 6% on weak cloud revenue. Apple beat expectations, but iPhone disappointed.</li>
<li>Japan is set to revise its Companies Act to strengthen shareholder identity disclosure, allowing companies to more easily identify actual shareholders. </li>
<li>SoftBank considers a $15–$25bn investment in OpenAI, potentially valuing it at $340bn. Toyota remained the world’s top car seller, while Canon announced a ¥100bn share buyback</li>
</ul>


US Stocks rose as investors assessed tech earnings, with Tesla and Meta gaining while Microsoft fell 6% on weak cloud revenue. Apple beat expectations, but iPhone disappointed.
Japan is set to revise its Companies Act to strengthen shareholder identity disclosure, allowing companies to more easily identify actual shareholders. 
SoftBank considers a $15–$25bn investment in OpenAI, potentially valuing it at $340bn. Toyota remained the world’s top car seller, while Canon announced a ¥100bn share buyback


Ohayo Japan | SoftBank Eyes Major OpenAI Investment