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 were mixed as JPMorgan’s decline weighed on the Dow, small caps hit new highs on expected Fed easing, ahead of Wednesday’s rate decision.</li>
<li>Markets focused on Wednesday’s Federal Reserve decision, with futures pricing an 87% probability of another quarter-point cut</li>
<li>Okuma faces near-term pressure from a sizable share sale, but buybacks, low valuations and its AI-enabled Smart Factory platform support the longer-term outlook.</li>
</ul>


US equities were mixed as JPMorgan’s decline weighed on the Dow, small caps hit new highs on expected Fed easing, ahead of Wednesday’s rate decision.
Markets focused on Wednesday’s Federal Reserve decision, with futures pricing an 87% probability of another quarter-point cut
Okuma faces near-term pressure from a sizable share sale, but buybacks, low valuations and its AI-enabled Smart Factory platform support the longer-term outlook.


Ohayo Japan | US Markets Steady as Fed Decision Takes Center Stage