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deNikkei 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.
Monthly Fund Commentary
Stimulus plans and relaxed restrictions
Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.
Monthly Fund Commentary
A historical change from growth to value has just begun
Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.
Monthly Fund Commentary
Preview of 2021
Mitsuhiro Yuasa explores what is in store for PM Suga in 2021, the vaccination rollout, a National Election and the Olympic Games.
Monthly Fund Commentary
Vaccine news revitalises market sentiment
Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.
Monthly Fund Commentary
A record-breaking December… what’s to follow?
Yutaka Uda reviews the components that have contributed to the Nikkei reaching a 30-year high and Japan’s record-breaking budget for 2021.
Monthly Fund Commentary
Biden’s victory and COVID-19 vaccine breakthrough brings shift from growth to value
Yutaka Uda examines the influences behind Japan’s ongoing economic recovery and what lies ahead for 4Q.