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)

<ul>
<li>Overseas: SPX +1.4%; The Fed’s “dot plot” of individual members’ expectations indicates four cuts in 2025</li>
<li>Today: NKY Futs -0.2% v cash. JPY143; KIshida shuffles Cabinet; Recruit 200bn yen share buyback; Suzuki to split stock</li>
<li>JapanX: Rohm's multi-billion-yen investment in SiC power chips takes advantage of government support for chip industry</li>
</ul>


Overseas: SPX +1.4%; The Fed’s “dot plot” of individual members’ expectations indicates four cuts in 2025
Today: NKY Futs -0.2% v cash. JPY143; KIshida shuffles Cabinet; Recruit 200bn yen share buyback; Suzuki to split stock
JapanX: Rohm's multi-billion-yen investment in SiC power chips takes advantage of government support for chip industry


Ohayo Japan | Record Highs on Dot Plot; Rohm's Big Bet on SiC