Great shift in market attention from IT sectors to value stocks
Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.
Japan – on the way to recovery
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Positive market outlook regardless of prime minister Abe’s resignation
Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.
A fragile surface
Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.
Change on the horizon? Japan’s „Reiwa“ Era to start in May
Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.
We find and invest in growth opportunities as always. This time, it’s 5G.
Mitsuhiro Yuasa is feeling positive towards the Japanese market.
Sticking with good quality and growing companies
Mitsuhiro Yuasa puts the stock market's performance in December in context and comments on the Fund's current positioning.