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>U.S. stocks rose on trade optimism, Tesla missed earnings but reaffirmed product plans, while Alphabet beat estimates on strong ad and cloud growth, highlighting AI’s growing impact.</li>
<li>Japan-US tariff agreement drives rally: Trump announces 15% reciprocal tariffs, Japan commits $550 billion US investment, auto tariffs reduced to 15%</li>
<li>Listed Japanese companies are forecast to post an average ROE of 8.5% for FY2025, the lowest in five years</li>
</ul>


U.S. stocks rose on trade optimism, Tesla missed earnings but reaffirmed product plans, while Alphabet beat estimates on strong ad and cloud growth, highlighting AI’s growing impact.
Japan-US tariff agreement drives rally: Trump announces 15% reciprocal tariffs, Japan commits $550 billion US investment, auto tariffs reduced to 15%
Listed Japanese companies are forecast to post an average ROE of 8.5% for FY2025, the lowest in five years


おはよう日本 | 貿易への期待でウォール街は上昇、テスラは予想を下回るもアルファベットは予想を上回る