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 edged higher during a choppy session on Thursday driven by conflicting Middle East geopolitical headlines</li>
<li>Semiconductors broadly gained, led by Arm (+16%); Neoclouds - Applied Digital, Nebius, CoreWeave on compute leasing / energy deals</li>
<li>The Trump administration is expanding its investment portfolio into quantum technology by awarding grants to nine companies, including an IBM/Rigetti, in exchange for equity stakes.</li>
</ul>


US stocks edged higher during a choppy session on Thursday driven by conflicting Middle East geopolitical headlines
Semiconductors broadly gained, led by Arm (+16%); Neoclouds - Applied Digital, Nebius, CoreWeave on compute leasing / energy deals
The Trump administration is expanding its investment portfolio into quantum technology by awarding grants to nine companies, including an IBM/Rigetti, in exchange for equity stakes.


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