New BoJ Governor to trigger Yen’s strength
Yutaka Uda and Maiko Uda reflect on the Japanese economy over recent months and discuss expectations for 2023.
Fund Commentary • 17-01-2023
Mild inflation should benefit Japan
Yutaka Uda and Maiko Uda look at how the World Cup and other events have supported the Japanese market.
Fund Commentary • 21-12-2022
Challenges and opportunities for 2023
Citywire AA-rated portfolio managers Yutaka Uda and Maiko Uda provide their views on the challenges and opportunities for 2023.
Fund Commentary • 05-12-2022
Growth driver to shift from IT to Infrastructure
Yutaka Uda and Maiko Uda present evidence of good indicators for the Japanese markets.
Fund Commentary • 22-11-2022
Inbound spending should have a powerful impact on the market
Yutaka Uda and Maiko Uda explore new sources of potential growth in Japan as the borders finally open up.
Fund Commentary • 18-10-2022
Get ready for the next economic stimulus package
Yutaka Uda and Maiko 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.