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>Stocks fell as investors reacted to Trump’s new 25% tariffs on foreign automakers, set for April 2. General Motors dropped over 7%, Ford nearly 4%</li>
<li>Hertz and Avis shares surged over 20% as investors anticipated higher fleet values due to new U.S. auto tariffs.</li>
<li>TOWA unveiled a three-year plan targeting 71 billion yen in sales and 8 billion yen in operating profit by March 2028, driven by AI semiconductor demand in Asia</li>
</ul>


Stocks fell as investors reacted to Trump’s new 25% tariffs on foreign automakers, set for April 2. General Motors dropped over 7%, Ford nearly 4%
Hertz and Avis shares surged over 20% as investors anticipated higher fleet values due to new U.S. auto tariffs.
TOWA unveiled a three-year plan targeting 71 billion yen in sales and 8 billion yen in operating profit by March 2028, driven by AI semiconductor demand in Asia


Ohayo Japan | Wall Street Brakes as Tariffs Hit