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.

Advantest (6587) | Testing the Limits of AI

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

Japan Communication services / Thematic (Sector/Industry)

<ul>
<li>Not a good day for stocks after Powell threw cold water on expectations for March interest rate cut</li>
<li>Alphabet shares fell 7% after the company posted disappointing Q4 advertising revenue</li>
<li>In Japan, earnings are surging, especially for domestic-focused firms, led by a recovery in tourism and improved pricing power</li>
</ul>


Not a good day for stocks after Powell threw cold water on expectations for March interest rate cut
Alphabet shares fell 7% after the company posted disappointing Q4 advertising revenue
In Japan, earnings are surging, especially for domestic-focused firms, led by a recovery in tourism and improved pricing power


Ohayo Japan | Air Pockets