en
fr
deJapan bolstered by tech demand
Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.
Fund Commentary
Semiconductor drought will drive the market
Mitsuhiro Yuasa discusses the reliance on semiconductors to fuel growth in the Japanese automotive industry.
Fund Commentary
A new dawn in Japan
Mitsuhiro Yuasa discusses the general election in Japan and the strong recovery plans for the car manufacturing industry.
Fund Commentary
Opportunities emerging from dispute
Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.
Fund Commentary
Japan feels the wave from China
Mitsuhiro Yuasa discusses the ripples felt in Japan following the shock decisions made in China in July.
Fund Commentary
Japanese 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.
Fund Commentary
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.
Fund Commentary
Vaccinations are key to unlocking Japan
Mitsuhiro Yuasa describes the developing situation in Japan and PM Suga's plans.
Fund Commentary
Stimulus plans and relaxed restrictions
Mitsuhiro Yuasa explores the proposed US stimulus packages and how these could positively influence the Japanese economy.
Fund Commentary
Improving outlook in Japan
Mitsuhiro Yuasa reflects on Japan's situation as vaccinations begin and the Government adopts a cautious stance.
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.
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.