Get ready for the next economic stimulus package

Yutaka Uda examines the Japanese and Global markets and forecasts the direction of sentiment.

Changes in the semiconductor industry?

Yutaka Uda describes the events that have shaken the Japanese market in both directions.

First the price actions, then the fundamentals

Yutaka Uda discusses the Bank of Japan’s forecast on economic growth following a mixed Q2.

The BoJ should be forced to change its stance

Yutaka Uda shares his vision on the future prospects for Japanese Equities.

The reversal of the Yen could trigger a market rally

Yutaka Uda discusses the strengthening export conditions for Japan… and the long term implications.

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.

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.

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.

Inflation to determine equity markets

Yutaka Uda discusses his views on the three main factors that will influence global markets.

Just the beginning of a paradigm shift

Yutaka Uda discusses the positive change in outlook for Japanese equities.

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.

Japanese economy to begin a sharp recovery

Yutaka Uda discusses the events that have been responsible for the recent uplift in the Japanese economy.