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.

Monthly Fund Commentary

Federal Reserve provides a degree of certainty to market

Mitsuhiro Yuasa comments on the FRB's current monetary policy stance and the impact on Japan's economy.

Monthly Fund Commentary

Consumption tax hike unlikely to constitute risk for economy

Yutaka Uda believes that the Japanese market has the potential to catch up with other major markets.

Monthly Fund Commentary

The Fed – playing a big role for the market

Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.

Monthly Fund Commentary

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Monthly Fund Commentary

Change on the horizon? Japan’s “Reiwa” Era to start in May

Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.

Monthly Fund Commentary