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 equities advanced, led by technology; semiconductors significantly outperformed, driving Nasdaq gains while the Dow lagged.</li>
<li>Renewed confidence in AI capital spending. Notable movers included Oracle (+10%) on an analyst upgrade highlighting sustained AI demand for data services and cloud infrastructure.</li>
<li>NY Futures point to another strong open in Japan, despite stronger yen</li>
</ul>


US equities advanced, led by technology; semiconductors significantly outperformed, driving Nasdaq gains while the Dow lagged.
Renewed confidence in AI capital spending. Notable movers included Oracle (+10%) on an analyst upgrade highlighting sustained AI demand for data services and cloud infrastructure.
NY Futures point to another strong open in Japan, despite stronger yen


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