Nippon Growth (UCITS) Fund Archives • Eric Sturdza Investments

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.

Monthly Fund Commentary

Great shift in market attention from IT sectors to value stocks

Yutaka Uda looks at what is behind the recovery of the Japanese economy and why there is a return in positive sentiment in equities.

Monthly Fund Commentary

The road to recovery in Japan

Yutaka Uda looks at the growth potential in the Japanese markets amid a resurgence of COVID-19 cases.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Investments with steady growth during this longer period of monetary easing is the best mix

Yutaka Uda's outlook is positive as Japan's state of emergency is lifted.

Monthly Fund Commentary

Oil market stabilising with global economy to recover from 3Q 2020

Yutaka Uda comments on the spread of infection, believing the worst to be over for Japan, as the state of emergency is relaxed across most of the country.

Monthly Fund Commentary

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.

Monthly Fund Commentary

More downward revision in Japan Q1 2020, quicker recovery from mid Q2

Yutaka Uda compares Coronavirus with the SARS outbreak of 2003 to estimate the impacts of COVID-19 on Japanese social and economic activities.

Monthly Fund Commentary

Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020

Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.