Inflation is creeping up
Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.
Fund Commentary • 20-04-2021
A historical change from growth to value has just begun
Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.
Fund Commentary • 23-03-2021
A cautious approach as Japanese markets rally
Yutaka Uda discusses the potential for a market correction that could be triggered by a spread of factors.
Fund Commentary • 23-02-2021
Markets expected to experience some corrections in the coming months
Yutaka Uda expects the Japanese economy to continue its recovery as we approach the end of 2020 and anticipates some consolidation in Q1 2021.
Fund Commentary • 17-12-2020
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.
Fund Commentary • 23-11-2020
The market is on the way to recovery after its deep bottom in mid-March 2020
Yutaka Uda: the Japanese market outperformed the US and European markets as the number of COVID-19 cases in Japan did not increase as rapidly.
Fund Commentary • 29-04-2020
More downward revision in Japan Q1 2020, quicker recovery from mid Q2
Yutaka Uda compares Coronavirus with the SARS outbreak of 2003 to estimate the impacts of COVID-19 on Japanese social and economic activities.
Fund Commentary • 18-03-2020
Large economic stimulus package to contribute to sharp recovery from 1Q 2020
Uda San discusses the breakdown of the Japanese Government's economic stimulus package.
Fund Commentary • 24-12-2019
The Fed – playing a big role for the market
Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.
Fund Commentary • 24-07-2019
Market focuses on Trump-Xi meeting at G20 summit
Yutaka Uda comments on the market's response to the US-China trade frictions.