Strategic Japan Opportunities Fund Archives • Eric Sturdza Investments

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.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Signalling the start of recovery

Mitsuhiro Yuasa looks for the first signs of recovery in Japan as the economy starts to emerge from the COVID-19 crisis.

Monthly Fund Commentary

Japan: Seizing Investment Opportunities During Market Volatility

Mitsuhiro Yuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these.

Webinar

A fragile surface

Mitsuhiro Yuasa discusses the coming months in Japan and the potential of a return to lockdown.

Monthly Fund Commentary

Japan market recovers as lockdown is eased

Mitsuhiro Yuasa comments on the post-pandemic new way of life, with a focus on which industries may become more relevant to the adjusted lifestyle.

Monthly Fund Commentary

Japan’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.