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 Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Tokyo stocks faced a volatile week, with the Nikkei falling 1.5% and the Topix down 1.7%, largely impacted by shifting global sentiment and policy uncertainty.</li>
<li>Trump’s surprise 25% auto tariff announcement triggered a sharp selloff in automakers, especially Nissan (-7%) and Mazda (-6%).</li>
<li>Oracle Japan stock rose 12% on record Q3 earnings, strong cloud growth, and AI projects, while Sumitomo Realty gained 10% on Elliott’s stake and governance reform hopes.</li>
</ul>


Tokyo stocks faced a volatile week, with the Nikkei falling 1.5% and the Topix down 1.7%, largely impacted by shifting global sentiment and policy uncertainty.
Trump’s surprise 25% auto tariff announcement triggered a sharp selloff in automakers, especially Nissan (-7%) and Mazda (-6%).
Oracle Japan stock rose 12% on record Q3 earnings, strong cloud growth, and AI projects, while Sumitomo Realty gained 10% on Elliott’s stake and governance reform hopes.


Japan Strategy Weekly | Trump’s Surprise 25% Auto Tariff