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 hit record highs led by AI names as Nvidia surged 5%, PayPal partnered with OpenAI, and OpenAI completed recapitalization; S&amp;P 500 +0.2%, Nasdaq +0.8%. </li>
<li>President Trump announced new projects advancing Japan’s $550 billion U.S. investment, a critical minerals deal, record Japanese energy purchases, and enhanced U.S.-Japan cooperation on industrial and anti-drug initiatives. </li>
<li>Deal boosts industry, energy, tech, and defense; Japanese corporates including Toyota, Mitsubishi, Toshiba, Panasonic, Hitachi, Murata, SoftBank, TDK, Fujikura, and JERA benefit.</li>
</ul>


U.S. stocks hit record highs led by AI names as Nvidia surged 5%, PayPal partnered with OpenAI, and OpenAI completed recapitalization; S&amp;P 500 +0.2%, Nasdaq +0.8%. 
President Trump announced new projects advancing Japan’s $550 billion U.S. investment, a critical minerals deal, record Japanese energy purchases, and enhanced U.S.-Japan cooperation on industrial and anti-drug initiatives. 
Deal boosts industry, energy, tech, and defense; Japanese corporates including Toyota, Mitsubishi, Toshiba, Panasonic, Hitachi, Murata, SoftBank, TDK, Fujikura, and JERA benefit.


Ohayo Japan | Trump and Takaichi Ink $550bn Deal