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 Financials / Thematic (Sector/Industry)

<ul>
<li>Geopolitical concerns and disappointing ASML earnings were the key triggers for sharp pull back in equities this week</li>
<li>Next week in Japan, all eyes will be on the Bank of Japan and the continued weakness in the exchange rate. Earnings season just around the corner too</li>
<li>Semiconductor names were hit hard this week - Lasertec (-21%), Tokyo Electron (-15%) and Disco (-11%) sharply lower. </li>
</ul>


Geopolitical concerns and disappointing ASML earnings were the key triggers for sharp pull back in equities this week
Next week in Japan, all eyes will be on the Bank of Japan and the continued weakness in the exchange rate. Earnings season just around the corner too
Semiconductor names were hit hard this week - Lasertec (-21%), Tokyo Electron (-15%) and Disco (-11%) sharply lower. 


Japan Weekly | Nikkei Takes a Dive