Nippon Growth (UCITS) Fund

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.

The road to recovery in Japan

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

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.

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.

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.

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.

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.

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.

Corporate profits to turn around from 1Q 2020

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

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.

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.

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.