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dePay attention to the Prime Minister’s new policy
Yutaka Uda discusses the progress made against COVID and the end of the political uncertainty.
Monthly Fund Commentary
Supporting the local economy is key for the next government
Mitsuhiro Yuasa explores the options available to the next government to support the local economy.
Monthly Fund Commentary
Mr Suga’s resignation could trigger a sharp rally
Yutaka Uda describes the changing landscape of the Japanese markets following PM Suga’s announcement, and the remarkable catch up in vaccinations.
Monthly Fund Commentary
Opportunities emerging from dispute
Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.
Monthly Fund Commentary
New trend to last a few years at least
Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.
Monthly Fund Commentary
Japan feels the wave from China
Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.
Monthly Fund Commentary
Nikkei 225 approaching the bottom of its trading range
Yutaka Uda describes the influence of the US economy on the Japanese markets and provides an outlook for Japan, expecting a sharp rally soon.
Monthly Fund Commentary
Japanese semiconductors draw investor focus
Mitsuhiro Yuasa discusses the events that shaped the market in June and outlines the upcoming opportunities for Japanese electronics and semiconductors.
Monthly Fund Commentary
Japan’s remarkable vaccination progress
Yutaka Uda reflects on the forthcoming events in Japan that should trigger a rally in the Japanese markets over the summer.
Monthly Fund Commentary
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
Monthly Fund Commentary
Monitoring vaccination developments is essential
Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.
Monthly Fund Commentary
Vaccinations are key to unlocking Japan
Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.