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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.
Monthly Fund Commentary
Japan’s recovery and push to digitalisation
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.