New BoJ Governor to trigger Yen’s strength

Yutaka Uda and Maiko Uda reflect on the Japanese economy over recent months and discuss expectations for 2023.

Mild inflation should benefit Japan

Yutaka Uda and Maiko Uda look at how the World Cup and other events have supported the Japanese market.

Challenges and opportunities for 2023

Citywire AA-rated portfolio managers Yutaka Uda and Maiko Uda provide their views on the challenges and opportunities for 2023.

Growth driver to shift from IT to Infrastructure

Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.

Inbound spending should have a powerful impact on the market

Yutaka Uda and Maiko Uda explore new sources of potential growth in Japan as the borders finally open up.

Get ready for the next economic stimulus package

Yutaka Uda and Maiko Uda examines the Japanese and Global markets and forecasts the direction of sentiment.

Changes in the semiconductor industry?

Yutaka Uda describes the events that have shaken the Japanese market in both directions.

First the price actions, then the fundamentals

Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.

The BoJ should be forced to change its stance

Yutaka Uda shares his vision on the future prospects for Japanese Equities.

The reversal of the Yen could trigger a market rally

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

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.

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.