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)

<ul>
<li>US stocks eased ahead of the Fed meeting as rate-cut expectations rose, while Warner Bros. Discovery surged on a hostile bid, Netflix fell.</li>
<li>Nvidia rose after Trump said the U.S. will allow H200 AI chip exports to China with per-chip fees, despite concerns over aiding China’s military</li>
<li>Nintendo shares have pulled back despite strong early Switch 2 traction and raised guidance, with holiday data and upcoming catalysts suggesting potential for further forecast upgrades.</li>
</ul>


US stocks eased ahead of the Fed meeting as rate-cut expectations rose, while Warner Bros. Discovery surged on a hostile bid, Netflix fell.
Nvidia rose after Trump said the U.S. will allow H200 AI chip exports to China with per-chip fees, despite concerns over aiding China’s military
Nintendo shares have pulled back despite strong early Switch 2 traction and raised guidance, with holiday data and upcoming catalysts suggesting potential for further forecast upgrades.


Ohayo Japan | US Stocks Slip Ahead of Fed