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.

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.

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.

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.

As two subdue, one emerges

Mitsuhiro Yuasa looks onward as some concerns come to an end, new opportunities emerge.

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.

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.

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.

A start of something new? Japan’s “Reiwa” Era

Mitsuhiro Yuasa comments on the outlook of the Japanese market in 2019 and the Fund's current portfolio strategy.

Seeking Excellence Across Global Markets

We form exclusive alliances with portfolio managers who are leaders in their sector and have solid, outstanding, demonstrable long-term track records. Eric Sturdza Investments provides its portfolio managers with an extensive infrastructure, supported by independent institutional-quality risk management and controls. Allowing the investment teams to focus purely on portfolio management.

Japan on the road to growth – Understanding the mission and values of companies

Abenomics has inspired fundamental changes. According to Mitsuhiro Yuasa, director of Tokyo-based Rheos Capital Works, the emergence of new technologies will contribute to economic growth.