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.

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.

Video

Japanese equities: benefiting from external and internal transformations

Mitsuhiro Yuasa comments on the Japan-EU Free Trade Agreement (JETFA) in this guest article by Börse am Sonntag.

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