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>Strong US stock gains since Friday should drive bargain hunting in oversold AI-related Japanese names following their recent slide.</li>
<li>Prospects for a near-term US rate cut may limit yen weakness, supported by Japanese officials' strong verbal intervention on Friday.</li>
<li>The US market closure on Thursday will reduce overall trading volume, potentially leading to increased volatility for individual stocks in Japan.</li>
</ul>


Strong US stock gains since Friday should drive bargain hunting in oversold AI-related Japanese names following their recent slide.
Prospects for a near-term US rate cut may limit yen weakness, supported by Japanese officials' strong verbal intervention on Friday.
The US market closure on Thursday will reduce overall trading volume, potentially leading to increased volatility for individual stocks in Japan.


오하요 재팬 | 쌍둥이자리 3; 나스닥 2.7