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deNew BoJ Governor to trigger Yen’s strength
Yutaka Uda and Maiko Uda reflect on the Japanese economy over recent months and discuss expectations for 2023.
Fund Commentary • 17-01-2023
Mild inflation should benefit Japan
Yutaka Uda and Maiko Uda look at how the World Cup and other events have supported the Japanese market.
Fund Commentary • 21-12-2022
Challenges and opportunities for 2023
Citywire AA-rated portfolio managers Yutaka Uda and Maiko Uda provide their views on the challenges and opportunities for 2023.
Fund Commentary • 05-12-2022
Growth driver to shift from IT to Infrastructure
Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.
Fund Commentary • 22-11-2022
Inbound spending should have a powerful impact on the market
Yutaka Uda and Maiko Uda explore new sources of potential growth in Japan as the borders finally open up.
Fund Commentary • 18-10-2022
Get ready for the next economic stimulus package
Yutaka Uda and Maiko Uda examines the Japanese and Global markets and forecasts the direction of sentiment.
Fund Commentary • 21-09-2022
Changes in the semiconductor industry?
Yutaka Uda describes the events that have shaken the Japanese market in both directions.
Fund Commentary • 16-08-2022
First the price actions, then the fundamentals
Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.
Fund Commentary • 15-07-2022
The BoJ should be forced to change its stance
Yutaka Uda shares his vision on the future prospects for Japanese Equities.