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deJust the beginning of a paradigm shift
Yutaka Uda discusses the positive change in outlook for Japanese equities.
Fund Commentary
PM Kishida’s ‘new capitalism’ should enhance Japan’s potential
Yutaka Uda reflects on the wide span of activity taking place during November – from General Election highs to Omicron concerns.
Fund Commentary
Japanese economy to begin a sharp recovery
Yutaka Uda discusses the events that have been responsible for the recent uplift in the Japanese economy.
Fund Commentary
Mr 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.
Fund Commentary
New trend to last a few years at least
Yutaka Uda explores upcoming stimulus packages and Japan’s promising vaccination progress.
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.
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.
Fund Commentary
Monitoring vaccination developments is essential
Yutaka Uda describes the current situation in Japan and the key events that will aid economic recovery.
Fund Commentary
Inflation is creeping up
Yutaka Uda explores the strengthening Global economic position and the factors that could trigger inflation.
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.
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.
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.