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deJapan’s resilient industries
Mitsuhiro Yuasa explores opportunities in industries that he believes will benefit from local demand, and envisages that exporters will be supported by the stability of the USD.
Monthly Fund Commentary
Decisions over the Japanese stimulus package are taking too long
Mitsuhiro Yuasa discusses the planning and impact of the stimulus package by Japan's government.
Monthly Fund Commentary
Team seeking investments that can grow in current environment
Mitsuhiro Yuasa reflects on historic global events and is monitoring Japan's government actions that provide market stimulus.
Monthly Fund Commentary
Coronavirus impact on Japanese tourism
Mitsuhiro Yuasa looks at the impact of the coronavirus on Japanese Tourism and government to set up defences while continuing to prepare for the Olympic Games.
Monthly Fund Commentary
As two subdue, one emerges
Mitsuhiro Yuasa looks onward as some concerns come to an end, new opportunities emerge.
Monthly Fund Commentary
Japan has the opportunity to re-build stronger and more resilient infrastructure
Mitsuhiro Yuasa comments on the upside potential of the Japan economy and action required to re-build infrastructure.
Monthly Fund Commentary
Japan opens itself internally and externally
MItsuhiro Yuasa discusses how Japan's economy is closely intertwined with those of the USA and China, plus the EU Economic Partnership Agreement.
Monthly Fund Commentary
Japanese Equities: Long-term investing in the Reiwa era
How will the new era of “beautiful harmony” affect Japanese equities? Mitsuhiro Yuasa, portfolio manager of the E.I. Sturdza Strategic Japan Opportunities Fund provides his latest insights on the Reiwa era.
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A start of something new? Japan’s “Reiwa” Era
Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.
Monthly Fund Commentary
Seeking Excellence Across Global Markets
We form exclusive alliances with portfolio managers who are leaders in their sector and have solid, outstanding, demonstrable long-term track records. Eric Sturdza Investments provides its portfolio managers with an extensive infrastructure, supported by independent institutional-quality risk management and controls. Allowing the investment teams to focus purely on portfolio management.
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Japan on the road to growth – Understanding the mission and values of companies
Abenomics has inspired fundamental changes. According to Mitsuhiro Yuasa, director of Tokyo-based Rheos Capital Works, the emergence of new technologies will contribute to economic growth.