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deGreat 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.
Fund Commentary • 23-09-2020
Japan – on the way to recovery
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Fund Commentary • 21-09-2020
Yoshihide Suga to succeed Shinzo Abe as Japan’s prime minister
Mitsuhiro Yuasa provides his views on the election of Japan's new prime minister Yoshihide Suga, following the resignation of Shinzo Abe.
Fund Commentary • 17-09-2020
Positive market outlook regardless of prime minister Abe’s resignation
Mitsuhiro Yuasa offers his market outlook on the back of the resignation of Japan's prime minister Abe.
Fund Commentary • 01-09-2020
A fragile surface
Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.
Fund Commentary • 14-07-2020
Change on the horizon? Japan’s “Reiwa” Era to start in May
Mitsuhiro Yuasa provides an outlook on the Japanese economy in 2019.
Fund Commentary • 18-04-2019
We find and invest in growth opportunities as always. This time, it’s 5G.
Mitsuhiro Yuasa is feeling positive towards the Japanese market.
Fund Commentary • 28-02-2019
Sticking with good quality and growing companies
Mitsuhiro Yuasa puts the stock market's performance in December in context and comments on the Fund's current positioning.