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>S&amp;P hit a record as Trump’s Vietnam deal lifted sentiment, despite weak jobs data raising Fed rate cut speculation; Nike rose 4% on Vietnam exposure.</li>
<li>Microsoft will lay off 9,000 employees—under 4% of its workforce—as part of a reorganization to streamline management and focus on strategic growth areas.</li>
<li>Fast Retailing's UNIQLO domestic same-store sales rose 6% in June, driven by summer apparel demand, though unit price per customer dipped 1% on calendar effects.</li>
</ul>


S&amp;P hit a record as Trump’s Vietnam deal lifted sentiment, despite weak jobs data raising Fed rate cut speculation; Nike rose 4% on Vietnam exposure.
Microsoft will lay off 9,000 employees—under 4% of its workforce—as part of a reorganization to streamline management and focus on strategic growth areas.
Fast Retailing's UNIQLO domestic same-store sales rose 6% in June, driven by summer apparel demand, though unit price per customer dipped 1% on calendar effects.


Ohayo Japan | Vietnam Trade Deal Boosts Stocks