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>Overseas: SPX , Nasdaq; Nvidia beats estimates, sees Q4 revenue hitting $20B, but China sales to decline significantly. Stock -1% in extended hours</li>
<li>Today: NKY Futs -0.5% v cash. JPY 148.4; TSMC thinking about building a third semicon plant in Japan</li>
<li>JapanX: Xiaomi disrupts auto industry, debuting SU7 EV to challenge Tesla, signaling a formidable entry into electric vehicle competition.</li>
</ul>


Overseas: SPX , Nasdaq; Nvidia beats estimates, sees Q4 revenue hitting $20B, but China sales to decline significantly. Stock -1% in extended hours
Today: NKY Futs -0.5% v cash. JPY 148.4; TSMC thinking about building a third semicon plant in Japan
JapanX: Xiaomi disrupts auto industry, debuting SU7 EV to challenge Tesla, signaling a formidable entry into electric vehicle competition.


Ohayo Japan | All Eyes on Nvidia; Xiaomi's EV Entry Disrupts Auto Makers