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>The S&amp;P 500 rose 0.4% for a fourth straight gain while the Nasdaq fell 0.2%, as investors rotated into defensive dividend stocks amid concerns of overheating</li>
<li>Meta fell on delays to its AI rollout, and Applied Materials gave a weak forecast after hours. Walmart posted strong results but warned of price hikes from tariffs</li>
<li>Kyocera faces pressure from Oasis Management to improve profitability through a 1,000 billion yen share buyback</li>
</ul>


The S&amp;P 500 rose 0.4% for a fourth straight gain while the Nasdaq fell 0.2%, as investors rotated into defensive dividend stocks amid concerns of overheating
Meta fell on delays to its AI rollout, and Applied Materials gave a weak forecast after hours. Walmart posted strong results but warned of price hikes from tariffs
Kyocera faces pressure from Oasis Management to improve profitability through a 1,000 billion yen share buyback


Ohayo Japan | Walmart Tariff Warning