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 Industrials / Thematic (Sector/Industry)

<ul>
<li>Despite the turbulence caused by Trump's evolving tariff policies, the S&amp;P 500 and Dow recorded their best weeks since 2023</li>
<li>Apple and other tech firms benefit as Trump’s administration exempts smartphones, computers, and components like semiconductors from a 125% China tariff and a 10% global tariff</li>
<li>Orbis Investments, holding 10% of Tsuruha, opposes its merger with Welcia Holdings, Japan’s top drugstore under Aeon</li>
</ul>


Despite the turbulence caused by Trump's evolving tariff policies, the S&amp;P 500 and Dow recorded their best weeks since 2023
Apple and other tech firms benefit as Trump’s administration exempts smartphones, computers, and components like semiconductors from a 125% China tariff and a 10% global tariff
Orbis Investments, holding 10% of Tsuruha, opposes its merger with Welcia Holdings, Japan’s top drugstore under Aeon


Ohayo Japan | Tech Wins Big as US Scraps Tariffs on Electronics