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 indices closed lower Friday with S&amp;P 500 and Nasdaq -0.4% amid hot PPI data, private credit fears in financials, and AI capex doubts.</li>
<li>Analysts see period of prolonged military action with Brent oil potentially spiking to $80-90/bbl initially; Asian LNG to surge if Strait of Hormuz closure disrupts global LNG flows.</li>
<li>UAE closes Abu Dhabi and Dubai stock markets for March 2-3 to avert meltdown amid Iranian missile and drone attacks in retaliation for US-Israeli strikes.</li>
</ul>


US indices closed lower Friday with S&amp;P 500 and Nasdaq -0.4% amid hot PPI data, private credit fears in financials, and AI capex doubts.
Analysts see period of prolonged military action with Brent oil potentially spiking to $80-90/bbl initially; Asian LNG to surge if Strait of Hormuz closure disrupts global LNG flows.
UAE closes Abu Dhabi and Dubai stock markets for March 2-3 to avert meltdown amid Iranian missile and drone attacks in retaliation for US-Israeli strikes.


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