Japan opens itself internally and externally

MItsuhiro Yuasa discusses how Japan's economy is closely intertwined with those of the USA and China, plus the EU Economic Partnership Agreement.

Monthly Fund Commentary

We find and invest in growth opportunities as always. This time, it’s 5G.

Mitsuhiro Yuasa is feeling positive towards the Japanese market.

Monthly Fund Commentary

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.

Monthly Fund Commentary

The New Immigration Law – Another Step Towards New Japan

The domestic market recovered slightly in November despite the lack of any good news. Investors were disappointed about the lack of results from the APEC forum, with no notable progress made regarding the trade dispute between the US and China.

Monthly Fund Commentary

Japanese companies have strength to deliver profits

In October, the market declined due to rising interest rates in the US and increased fears about a future deterioration of the US and global economy. The market fell after the US market plummeted following the release of weak housing statistics amid a worrying quarterly earnings season.

Monthly Fund Commentary

Japan on the road to growth – Understanding the mission and values of companies

Abenomics has inspired fundamental changes. According to Mitsuhiro Yuasa, director of Tokyo-based Rheos Capital Works, the emergence of new technologies will contribute to economic growth.

Monthly Fund Commentary