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>U.S. stocks fell but recovered from lows, offering limited support for Japan and suggesting directionless trade ahead of Nvidia’s results.</li>
<li>A major Anthropic–Microsoft–Nvidia deal failed to lift tech sentiment, reviving concerns about circular funding loops and stretched valuations; could boost Japan’s AI beneficiaries today.</li>
<li>Home Depot dropped after cutting its outlook amid consumer uncertainty and weak housing demand, signalling pressure for U.S.-exposed consumer names like Makita and autos.</li>
</ul>


U.S. stocks fell but recovered from lows, offering limited support for Japan and suggesting directionless trade ahead of Nvidia’s results.
A major Anthropic–Microsoft–Nvidia deal failed to lift tech sentiment, reviving concerns about circular funding loops and stretched valuations; could boost Japan’s AI beneficiaries today.
Home Depot dropped after cutting its outlook amid consumer uncertainty and weak housing demand, signalling pressure for U.S.-exposed consumer names like Makita and autos.


Ohayo Japan | Tech Selloff Deepens Ahead of Nvidia Earnings Test