Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>United States stock markets will be closing early on Friday, Nov. 29 after being closed altogether on Thursday, Nov. 28, in observance of the Thanksgiving holiday</li>
<li>Online sales in the U.S. during the first half of the Thanksgiving holiday increased by approximately 4%, surpassing last year's 2% growth, as consumers take advantage of significant discounts.</li>
<li>Toyota Motor reported global sales of 903,103 units in October, a 1% year-on-year increase and a monthly record.</li>
</ul>


United States stock markets will be closing early on Friday, Nov. 29 after being closed altogether on Thursday, Nov. 28, in observance of the Thanksgiving holiday
Online sales in the U.S. during the first half of the Thanksgiving holiday increased by approximately 4%, surpassing last year's 2% growth, as consumers take advantage of significant discounts.
Toyota Motor reported global sales of 903,103 units in October, a 1% year-on-year increase and a monthly record.


<ul>
<li>Inflation concerns weighing on sentiment after October's Personal Consumption Expenditure (PCE) data showed a 2.3% annual increase, up from 2.1% in September</li>
<li>Dell Technologies and HP led declines among tech stocks. Dell slid 12.3% after mixed earnings and caution about gradual AI adoption</li>
<li>Sumitomo Corp is exploring a bid for Seven &amp; i Holdings' York Holdings, a business encompassing supermarket and retail chains</li>
</ul>


Inflation concerns weighing on sentiment after October's Personal Consumption Expenditure (PCE) data showed a 2.3% annual increase, up from 2.1% in September
Dell Technologies and HP led declines among tech stocks. Dell slid 12.3% after mixed earnings and caution about gradual AI adoption
Sumitomo Corp is exploring a bid for Seven &amp; i Holdings' York Holdings, a business encompassing supermarket and retail chains


Ohayo Japan | U.S. Markets Slip Amid Inflation Concerns; Dell, HP Drag Tech Sector

<ul>
<li>U.S. stocks surged on Tuesday, undeterred by President-elect Donald Trump's tariff warnings aimed at China, Canada, and Mexico. The S&amp;P 500 increased by 0.6% - a record close</li>
<li>Japanese firms on the TSE are set to distribute around $53 billion in dividends to shareholders by December, which could potentially elevate stock prices as these funds are reinvested.</li>
<li>Japanese PM Shigeru Ishiba urges companies to propose significant wage hikes during labor talks to address rising costs and increasing welfare expenditure pressures.</li>
</ul>


U.S. stocks surged on Tuesday, undeterred by President-elect Donald Trump's tariff warnings aimed at China, Canada, and Mexico. The S&amp;P 500 increased by 0.6% - a record close
Japanese firms on the TSE are set to distribute around $53 billion in dividends to shareholders by December, which could potentially elevate stock prices as these funds are reinvested.
Japanese PM Shigeru Ishiba urges companies to propose significant wage hikes during labor talks to address rising costs and increasing welfare expenditure pressures.


Ohayo Japan | US Stocks Climb to New Highs Despite Trade and Inflation Concerns

<ul>
<li>Markets rallied as traders welcomed Donald Trump’s nomination of hedge fund veteran Scott Bessent for Treasury Secretary</li>
<li>Elliott Management, an activist shareholder, has reportedly sold its stake in DNP</li>
<li>Fast Retailing reaffirms its commitment to China, despite global decoupling trends.</li>
</ul>


Markets rallied as traders welcomed Donald Trump’s nomination of hedge fund veteran Scott Bessent for Treasury Secretary
Elliott Management, an activist shareholder, has reportedly sold its stake in DNP
Fast Retailing reaffirms its commitment to China, despite global decoupling trends.


Ohayo Japan | Stocks Climb Amid Treasury Pick Optimism

<ul>
<li>US stocks closed near session highs on Friday, with the Dow Jones surging over 400 points</li>
<li>Japan has set a new target to reduce greenhouse gas emissions by 60% by 2035, up from the current 46% reduction goal by 2030.</li>
<li>Seven &amp; i Holdings' founding Ito family is exploring a potential takeover of the retail group, approaching US private equity investors for support</li>
</ul>


US stocks closed near session highs on Friday, with the Dow Jones surging over 400 points
Japan has set a new target to reduce greenhouse gas emissions by 60% by 2035, up from the current 46% reduction goal by 2030.
Seven &amp; i Holdings' founding Ito family is exploring a potential takeover of the retail group, approaching US private equity investors for support


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.