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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>US markets reached record highs last week, with the S&amp;P 500 and Nasdaq closing at all-time highs</li>
<li>US President Trump has announced that letters will be sent to trade partners, including Japan, notifying them of impending tariffs</li>
<li>
<strong>Yaskawa Electric </strong>expects its operating profit for the fiscal year ending February 2026 to fall 14% year-on-year to ¥43 billion, reversing its earlier forecast of a 20% gain </li>
</ul>


US markets reached record highs last week, with the S&amp;P 500 and Nasdaq closing at all-time highs
US President Trump has announced that letters will be sent to trade partners, including Japan, notifying them of impending tariffs

Yaskawa Electric expects its operating profit for the fiscal year ending February 2026 to fall 14% year-on-year to ¥43 billion, reversing its earlier forecast of a 20% gain 


Ohayo Japan | Tariff Deadline Looms