Investment in infrastructure to determine the direction of the market
Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.
Fund Commentary • 14-07-2020
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
Corporate profits to turn around from 1Q 2020
Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.
Fund Commentary • 23-01-2020
Is the End in Sight?
Yutaka Uda: Tentative agreement on trade war between US and China to be a trigger for a sharp rally.