Strategic Japan Opportunities Fund Archives • Eric Sturdza Investments

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.

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.