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deJapanese semiconductors draw investor focus
Mitsuhiro Yuasa discusses the events that shaped the market in June and outlines the upcoming opportunities for Japanese electronics and semiconductors.
Monthly Fund Commentary
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
Monthly Fund Commentary
Vaccinations are key to unlocking Japan
Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.
Monthly Fund Commentary
Stimulus plans and relaxed restrictions
Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.
Monthly Fund Commentary
Improving outlook in Japan
Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.
Monthly Fund Commentary
Preview of 2021
Mitsuhiro Yuasa explores what is in store for PM Suga in 2021, the vaccination rollout, a National Election and the Olympic Games.
Monthly Fund Commentary
Vaccine news revitalises market sentiment
Mitsuhiro Yuasa discusses the positive attitude of investors and the expectation of vaccinations reaching Japan in February 2021.
Monthly Fund Commentary
The Japan market continues to rise
Mitsuhiro Yuasa discusses the continued growth in Japan against a backdrop of the US election result and positive vaccine breakthrough, despite signs that the pandemic is on the rise domestically.
Monthly Fund Commentary
Japan’s recovery and push to digitalisation
As the COVID-19 situation improves in Japan, Mitsuhiro Yuasa discusses the different economic strategies being adopted by the Japanese government to aid recovery.
Monthly Fund Commentary
Japan’s digital leap forward
Mitsuhiro Yuasa reflects on Japan’s digitalisation efforts and market developments following the election of Prime Minster Suga.
Monthly Fund Commentary
Japan – on the way to recovery
Mitsuhiro Yuasa reflects on the unexpected strong market performance in August despite Prime Minister Shinzō Abe’s resignation
Monthly Fund Commentary
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.