Mixed month ends with Golden Week

Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.

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.

Will consumers pay more?

Mitsuhiro Yuasa discusses the increasing input costs for Japanese industry and the reluctance to raise prices.

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.

US interest rate hikes have a long way to go

Yutaka Uda explores the reactions to the Russian invasion and how they will impact economies.

Rise in EV and BEV demand

Mitsuhiro Yuasa reflects on the shocks in Europe and how the impacts are being felt across the world.

Inflation to determine equity markets

Yutaka Uda discusses his views on the three main factors that will influence global markets.

Rediscovering Japanese stalwarts

Mitsuhiro Yuasa explores the successful growth of Japanese businesses in industries previously shocked by the pandemic.

Just the beginning of a paradigm shift

Yutaka Uda discusses the positive change in outlook for Japanese equities.

Japan bolstered by tech demand

Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.

PM Kishida’s ‘new capitalism’ should enhance Japan’s potential

Yutaka Uda reflects on the wide span of activity taking place during November – from General Election highs to Omicron concerns.