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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>US and Iran are considering a two-week ceasefire extension, though no decision has been reached; Trump views the war as very close to over.</li>
<li>The S&amp;P 500 rose 0.80% to a record 7,022.95 and the Nasdaq gained 1.59% to a record 24,016.02 on Wednesday, extending winning streaks </li>
<li>Elliott Investment Management has acquired a ~3% stake in Daikin Industries (6367 JP), arguing the share price undervalues the company and calling for better capital efficiency.</li>
</ul>


US and Iran are considering a two-week ceasefire extension, though no decision has been reached; Trump views the war as very close to over.
The S&amp;P 500 rose 0.80% to a record 7,022.95 and the Nasdaq gained 1.59% to a record 24,016.02 on Wednesday, extending winning streaks 
Elliott Investment Management has acquired a ~3% stake in Daikin Industries (6367 JP), arguing the share price undervalues the company and calling for better capital efficiency.


おはよう、日本 | 戦争は間もなく終わるかもしれない