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 Financials / Thematic (Sector/Industry)

<ul>
<li>Markets mixed on US-China trade tensions and Powell employment warnings; SPX -0.2%, NDX -0.8%, DJIA +0.4% outperformed.</li>
<li>AI sector sold off on Oracle/AMD GPU deal; NVDA -4.4%, AVGO -3.5%, TSM -2.3% while AMD +0.8%.</li>
<li>Japan's LDP plans extraordinary Diet session Oct 21 for PM election; outcome hinges on DPP/Komeito support as parties negotiate majority coalition.</li>
</ul>


Markets mixed on US-China trade tensions and Powell employment warnings; SPX -0.2%, NDX -0.8%, DJIA +0.4% outperformed.
AI sector sold off on Oracle/AMD GPU deal; NVDA -4.4%, AVGO -3.5%, TSM -2.3% while AMD +0.8%.
Japan's LDP plans extraordinary Diet session Oct 21 for PM election; outcome hinges on DPP/Komeito support as parties negotiate majority coalition.


Ohayo Japan | Soybean Beef