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>U.S. stocks showed a "slightly bullish" trend this week, driven by stronger-than-expected September Retail Sales, which pushed the S&amp;P 500 up 0.9%</li>
<li>Japan's stock market experienced a volatile week, with the Nikkei 225 Index declining 1.6% and the broader Topix Index down 0.6%</li>
<li>ASML's cautious guidance hit Japanese SPE Stocks, but AI-related chip demand remains “insane” according to TSMC</li>
</ul>


U.S. stocks showed a "slightly bullish" trend this week, driven by stronger-than-expected September Retail Sales, which pushed the S&amp;P 500 up 0.9%
Japan's stock market experienced a volatile week, with the Nikkei 225 Index declining 1.6% and the broader Topix Index down 0.6%
ASML's cautious guidance hit Japanese SPE Stocks, but AI-related chip demand remains “insane” according to TSMC


Japan Weekly | Insane AI Demand