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.

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.

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.

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.

The Fed – playing a big role for the market

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

G20 meeting able to release some tensions

Mitsuhiro Yuasa comments on the potential impact of the upcoming election and consumption tax hike in Japan.

Market focuses on Trump-Xi meeting at G20 summit

Yutaka Uda comments on the market's response to the US-China trade frictions.

A start of something new? Japan’s “Reiwa” Era

Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.