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deMr Suga’s resignation could trigger a sharp rally
Yutaka Uda describes the changing landscape of the Japanese markets following PM Suga’s announcement, and the remarkable catch up in vaccinations.
Monthly Fund Commentary
New trend to last a few years at least
Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.
Monthly Fund Commentary
Nikkei 225 approaching the bottom of its trading range
Yutaka Uda describes the influence of the US economy on the Japanese markets and provides an outlook for Japan, expecting a sharp rally soon.
Monthly Fund Commentary
Japan’s remarkable vaccination progress
Yutaka Uda reflects on the forthcoming events in Japan that should trigger a rally in the Japanese markets over the summer.
Monthly Fund Commentary
Monitoring vaccination developments is essential
Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.
Monthly Fund Commentary
Inflation is creeping up
Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.
Monthly Fund Commentary
A historical change from growth to value has just begun
Yutaka Uda reflects on the economic recovery in Japan, highlighting some record beating results.
Monthly Fund Commentary
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.
Monthly Fund Commentary
A record-breaking December… what’s to follow?
Yutaka Uda reviews the components that have contributed to the Nikkei reaching a 30-year high and Japan’s record-breaking budget for 2021.
Monthly Fund Commentary
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.
Monthly Fund Commentary
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.
Monthly Fund Commentary
Japanese markets on a solid footing
Yutaka Uda looks at the signals of steady economic recovery in Japan, as the Japanese stock market continued to rise in September.