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 Communication services / Thematic (Sector/Industry)

<ul>
<li>Tech stocks continued their decline on Thursday, with the Nasdaq Composite falling over 0.7% following its worst day since 2022</li>
<li>Dalton Investments, a US activist fund, acquired a 5% stake in Ezaki Glico, becoming its fourth-largest shareholder.</li>
<li>TSMC reports that AI chip constraints will persist until 2025, despite exploring new packaging technologies</li>
</ul>


Tech stocks continued their decline on Thursday, with the Nasdaq Composite falling over 0.7% following its worst day since 2022
Dalton Investments, a US activist fund, acquired a 5% stake in Ezaki Glico, becoming its fourth-largest shareholder.
TSMC reports that AI chip constraints will persist until 2025, despite exploring new packaging technologies


Ohayo Japan | Dow Falls 500 Points