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deJapanese Economy
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.
Monthly Fund Commentary
Pandemic recovery and a push to digitisation
As the COVID-19 situation improves in Japan, Mitsuhiro Yuasa discusses the different economic strategies being adopted by the Japanese government to aid recovery.
Monthly Fund Commentary
Investment in infrastructure to determine the direction of the market
Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.
Monthly Fund Commentary
Investments with steady growth during this longer period of monetary easing is the best mix
Yutaka Uda's outlook is positive as Japan's state of emergency is lifted.
Monthly Fund Commentary
Japan market recovers as lockdown is eased
Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.
Monthly Fund Commentary
Decisions over the Japanese stimulus package are taking too long
Mitsuhiro Yuasa discusses the planning and impact of the stimulus package by Japan's government.
Monthly Fund Commentary
Team seeking investments that can grow in current environment
Mitsuhiro Yuasa reflects on historic global events and is monitoring Japan's government actions that provide market stimulus.
Monthly Fund Commentary
Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020
Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.
Monthly Fund Commentary
Coronavirus impact on Japanese tourism
Mitsuhiro Yuasa looks at the impact of the coronavirus on Japanese Tourism and government to set up defences while continuing to prepare for the Olympic Games.
Monthly Fund Commentary
Companies search for growth despite uncertain times
Mitsuhiro Yuasa discusses the markets rise during uncertain times.
Monthly Fund Commentary
The Storm before the Calm?
Mitsuhiro Yuasa examines the market changes in preparation for a smooth Tax Hike in Japan.
Monthly Fund Commentary
BDI recovers: Has global manufacturing bottomed out?
Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.