Pay attention to the Prime Minister’s new policy

Yutaka Uda discusses the progress made against COVID and the end of the political uncertainty.

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.

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.

Opportunities emerging from dispute

Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.

New trend to last a few years at least

Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.

Japan feels the wave from China

Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.

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.

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.

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.

Preparing for Japan’s re-opening

Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.

Monitoring vaccination developments is essential

Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.

Vaccinations are key to unlocking Japan

Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.