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deJapan Opportunities
Coronavirus impact on Japanese tourism
Mitsuhiro Yuasa looks at the impact of the coronavirus on Japanese Tourism and government to set up defences while continuing to prepare for the Olympic Games.
Monthly Fund Commentary
Companies search for growth despite uncertain times
Mitsuhiro Yuasa discusses the markets rise during uncertain times.
Monthly Fund Commentary
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.