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.

Nvidia Results Blow-Out: Multi-Year Growth Ahead; Wiwynn in Taiwan, Plus a Smallcap Wildcard AI Play

Advantest (6857) | Key Beneficiary of AI Tailwinds

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

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI</li>
<li>JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.</li>
<li>NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.</li>
</ul>


OVERSEAS. NDIVIA scores leading Tech to drive SPX +0.9% into the green; Closer to a Debt Limit Deal;  Marvell Tech reports - Bullish On AI
JAPAN.  NKY Futs 0.9% vs Cash; USDJPY weakens to 140 on dovish Ueda comments; NVIDIA drives Japan AI supply chain gains; Foreigners continue to pour into Japan for 8th week.
NUGGET. Calbee, worth a 2nd look after the recent share price sell-off given their very credible medium term business plan.


Ohayo Japan |Tech..no, NVIDIA All the Way; NUGGET: Calbee - Time for a 2nd Look ?