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 stocks sold off as elevated long-term yields pressured growth valuations and AI infrastructure concerns hammered semiconductors; SK hynix, Seagate, Sandisk all down around -9%</li>
<li>Nikkei futures dropped in sympathy, trading 2% discount to cash; 10-year JGB yields hit 2.95%</li>
<li>Hitachi (6501 JP): Plans to sell its remaining 10% stake in Hitachi Construction Machinery</li>
</ul>


US stocks sold off as elevated long-term yields pressured growth valuations and AI infrastructure concerns hammered semiconductors; SK hynix, Seagate, Sandisk all down around -9%
Nikkei futures dropped in sympathy, trading 2% discount to cash; 10-year JGB yields hit 2.95%
Hitachi (6501 JP): Plans to sell its remaining 10% stake in Hitachi Construction Machinery


Ohayo Japan | US Stocks Buckle as Higher Yields Hammer Tech