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Japan market recovers as lockdown is eased
Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.
Monthly Fund Commentary
Oil market stabilising with global economy to recover from 3Q 2020
Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.
Monthly Fund Commentary
Japan’s resilient industries
Mitsuhiro Yuasa explores opportunities in industries that he believes will benefit from local demand, and envisages that exporters will be supported by the stability of the USD.
Monthly Fund Commentary
The Storm before the Calm?
Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.