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.

Fund Commentary • 23-09-2020

The road to recovery in Japan

Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.

Fund Commentary • 26-08-2020