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deMixed month ends with Golden Week
Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.
Fund Commentary • 18-05-2022
The reversal of the Yen could trigger a market rally
Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.
Fund Commentary • 16-05-2022
Energy costs could remain high for a long time
Yutaka Uda reflects on the developments in the Japanese markets in the wake of the continuing Ukraine invasion.
Fund Commentary • 19-04-2022
Will consumers pay more?
Mitsuhiro Yuasa discusses the increasing input costs for Japanese industry and the reluctance to raise prices.
Fund Commentary • 12-04-2022
Japan: Positioning in a resilient manner in turbulent times
Yutaka and Maiko Uda discuss the actions of Central Banks and how they will influence the Japanese market.
Fund Commentary • 23-03-2022
US interest rate hikes have a long way to go
Yutaka Uda explores the reactions to the Russian invasion and how they will impact economies.
Fund Commentary • 17-03-2022
Rise in EV and BEV demand
Mitsuhiro Yuasa reflects on the shocks in Europe and how the impacts are being felt across the world.
Fund Commentary • 10-03-2022
Inflation to determine equity markets
Yutaka Uda discusses his views on the three main factors that will influence global markets.
Fund Commentary • 17-02-2022
Rediscovering Japanese stalwarts
Mitsuhiro Yuasa explores the successful growth of Japanese businesses in industries previously shocked by the pandemic.
Fund Commentary • 09-02-2022
Just the beginning of a paradigm shift
Yutaka Uda discusses the positive change in outlook for Japanese equities.
Fund Commentary • 19-01-2022
Japan bolstered by tech demand
Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.
Fund Commentary • 12-01-2022
PM Kishida’s ‘new capitalism’ should enhance Japan’s potential
Yutaka Uda reflects on the wide span of activity taking place during November – from General Election highs to Omicron concerns.