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.

Monthly Fund Commentary

Corporate profits to turn around from 1Q 2020

Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.

Monthly Fund Commentary

Large economic stimulus package to contribute to sharp recovery from 1Q 2020

Uda San discusses the breakdown of the Japanese Government's economic stimulus package.

Monthly Fund Commentary

Aggressive fiscal stimulus to play a big role for the Japanese market

Yutaka Uda comments on the TOPIX hitting a YTD high and why Value stocks were favoured in October.

Monthly Fund Commentary

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Monthly Fund Commentary

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A Bright Future for Japanese Equities

Yutaka Uda, portfolio manager of the Nippon Growth (UCITS) Fund discusses the opportunities available in the Japanese equity market over the short and long term.

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