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deJapanese business adapts to new consumer behaviour
Discover how Mitsuhiro Yuasa is picking stocks that are well positioned to maximise on the shift in consumer habits.
Fund Commentary • 17-06-2022
Mixed month ends with Golden Week
Mitsuhiro Yuasa describes the coming opportunities for Japan as they look to open borders.
Fund Commentary • 18-05-2022
Will consumers pay more?
Mitsuhiro Yuasa discusses the increasing input costs for Japanese industry and the reluctance to raise prices.
Fund Commentary • 12-04-2022
Rise in EV and BEV demand
Mitsuhiro Yuasa reflects on the shocks in Europe and how the impacts are being felt across the world.
Fund Commentary • 10-03-2022
Rediscovering Japanese stalwarts
Mitsuhiro Yuasa explores the successful growth of Japanese businesses in industries previously shocked by the pandemic.
Fund Commentary • 09-02-2022
Japan bolstered by tech demand
Mitsuhiro Yuasa expands on the opportunities in Digital Transformation and New Energy Vehicles.
Fund Commentary • 12-01-2022
Semiconductor drought will drive the market
Mitsuhiro Yuasa discusses the reliance on semiconductors to fuel growth in the Japanese automotive industry.
Fund Commentary • 13-12-2021
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 • 09-11-2021
Opportunities emerging from dispute
Mitsuhiro Yuasa discusses the wake of the Chinese regulations and the quest for a new Prime Minister.
Fund Commentary • 10-09-2021
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 • 18-08-2021
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 • 16-07-2021
Preparing for Japan’s re-opening
Mitsuhiro Yuasa reflects on Q1 earnings and looks towards the Olympics and General Elections.