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)

<ul>
<li>US equity markets closed mixed Friday but posted sharp weekly declines amid AI disruption fears spreading beyond tech to real estate, logistics, transportation, and wealth management sectors.</li>
<li>Broad sell-off driven by AI disruption anxiety hitting "old economy" names; Mag Seven all lower.</li>
<li>China’s nine-day Lunar New Year travel surge sees Japan drop from top destinations after Beijing discouraged visits over PM Sanae Takaichi’s remarks, boosting travel to South Korea and others.</li>
</ul>


US equity markets closed mixed Friday but posted sharp weekly declines amid AI disruption fears spreading beyond tech to real estate, logistics, transportation, and wealth management sectors.
Broad sell-off driven by AI disruption anxiety hitting "old economy" names; Mag Seven all lower.
China’s nine-day Lunar New Year travel surge sees Japan drop from top destinations after Beijing discouraged visits over PM Sanae Takaichi’s remarks, boosting travel to South Korea and others.


おはよう日本 | 繁栄を祈る