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>Energy stocks led after a US military strike and the capture of Venezuelan president Nicolás Maduro raised expectations of large-scale investment in rebuilding the country’s oil infrastructure</li>
<li>Tech shares were supported by optimism around AI demand, with TSMC shares rising after a Goldman Sachs upgrade and Foxconn reporting record quarterly revenue driven by AI products</li>
<li>Honda delayed restarting production at three China joint-venture plants by two weeks to January 19 because ongoing Nexperia semiconductor shipment disruptions continued to affect operations.</li>
</ul>


Energy stocks led after a US military strike and the capture of Venezuelan president Nicolás Maduro raised expectations of large-scale investment in rebuilding the country’s oil infrastructure
Tech shares were supported by optimism around AI demand, with TSMC shares rising after a Goldman Sachs upgrade and Foxconn reporting record quarterly revenue driven by AI products
Honda delayed restarting production at three China joint-venture plants by two weeks to January 19 because ongoing Nexperia semiconductor shipment disruptions continued to affect operations.


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