Get ready for the next economic stimulus package

Yutaka 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.

Fund Commentary • 17-06-2022