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>Resilient macro data fueled an all-time high for the S&amp;P 500 (+1.1% week-on-week), suggesting continued optimism in the market.</li>
<li>In Japan, equities performed well with the Nikkei +2.5% and Topix +0.5% higher as earnings remained supportive.</li>
<li>With earnings reports from major companies like ASML, DISCO, and TSMC approaching, semiconductor stocks may dictate overall market moves next week.</li>
</ul>


Resilient macro data fueled an all-time high for the S&amp;P 500 (+1.1% week-on-week), suggesting continued optimism in the market.
In Japan, equities performed well with the Nikkei +2.5% and Topix +0.5% higher as earnings remained supportive.
With earnings reports from major companies like ASML, DISCO, and TSMC approaching, semiconductor stocks may dictate overall market moves next week.


Japan Weekly | Record Highs; Nikon, Konami, Money Forward Outperform