Get ready for the next economic stimulus package
Yutaka Uda examines the Japanese and Global markets and forecasts the direction of sentiment.
Fund Commentary • 21-09-2022
Changes in the semiconductor industry?
Yutaka Uda describes the events that have shaken the Japanese market in both directions.
Fund Commentary • 16-08-2022
First the price actions, then the fundamentals
Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.
Fund Commentary • 15-07-2022
The BoJ should be forced to change its stance
Yutaka Uda shares his vision on the future prospects for Japanese Equities.
Fund Commentary • 17-06-2022
The reversal of the Yen could trigger a market rally
Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.
Fund Commentary • 16-05-2022
Energy costs could remain high for a long time
Yutaka Uda reflects on the developments in the Japanese markets in the wake of the continuing Ukraine invasion.
Fund Commentary • 19-04-2022
Japan: Positioning in a resilient manner in turbulent times
Yutaka and Maiko Uda discuss the actions of Central Banks and how they will influence the Japanese market.
Fund Commentary • 23-03-2022
US interest rate hikes have a long way to go
Yutaka Uda explores the reactions to the Russian invasion and how they will impact economies.
Fund Commentary • 17-03-2022
Inflation to determine equity markets
Yutaka Uda discusses his views on the three main factors that will influence global markets.
Fund Commentary • 17-02-2022
Just the beginning of a paradigm shift
Yutaka Uda discusses the positive change in outlook for Japanese equities.
Fund Commentary • 19-01-2022
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 • 16-12-2021
Japanese economy to begin a sharp recovery
Yutaka Uda discusses the events that have been responsible for the recent uplift in the Japanese economy.