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>US equities closed lower: S&amp;P 500 fell 0.4% and Dow 272 points, while Nasdaq -0.3%.</li>
<li>Payrolls rose 162,000 versus just over 50,000 expected, driving a hawkish repricing, higher Treasury yields and increased expectations of a September Fed hike.</li>
<li>Semiconductors rallied on optimism around OpenAI’s new GPT model, led by Sandisk (+11.9%),</li>
</ul>


US equities closed lower: S&amp;P 500 fell 0.4% and Dow 272 points, while Nasdaq -0.3%.
Payrolls rose 162,000 versus just over 50,000 expected, driving a hawkish repricing, higher Treasury yields and increased expectations of a September Fed hike.
Semiconductors rallied on optimism around OpenAI’s new GPT model, led by Sandisk (+11.9%),


Ohayo Japan | Strong Jobs Data Cloud Rate-Cut Hopes