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.

Stimulus plans and relaxed restrictions

Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.

A historical change from growth to value has just begun

Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.

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.

Vaccine news revitalises market sentiment

Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.

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.

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.