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>Stocks fell Thursday but ended July with solid gains, as investors eyed President Trump’s looming tariff deadline and digested strong earnings from Big Tech.</li>
<li>Earnings from Meta and Microsoft bolstered confidence in AI-driven growth, with Meta surging over 11% on strong results and upbeat guidance</li>
<li>The Fed’s preferred inflation gauge showed prices accelerating in June, keeping inflation above target. The Fed held rates steady, and odds of a September cut fell sharply.</li>
</ul>


Stocks fell Thursday but ended July with solid gains, as investors eyed President Trump’s looming tariff deadline and digested strong earnings from Big Tech.
Earnings from Meta and Microsoft bolstered confidence in AI-driven growth, with Meta surging over 11% on strong results and upbeat guidance
The Fed’s preferred inflation gauge showed prices accelerating in June, keeping inflation above target. The Fed held rates steady, and odds of a September cut fell sharply.


Ohayo Japan | Stocks Slip as July Closes Strong