Investment in infrastructure to determine the direction of the market

Yutaka Uda explores the potential of job creation through investment in infrastructure and the impact on the future of the market.

Monthly Fund Commentary

The market is on the way to recovery after its deep bottom in mid-March 2020

Yutaka Uda: the Japanese market outperformed the US and European markets as the number of COVID-19 cases in Japan did not increase as rapidly.

Monthly Fund Commentary

Impact from coronavirus outbreak could be limited with the market set to recover sharply from 2Q 2020

Yutaka Uda: Corporations are continuously increasing shareholder returns. 2020 could be a remarkable one for the Japanese market, with the Nikkei 225 targeting 28,000 by the year end.

Monthly Fund Commentary

Corporate profits to turn around from 1Q 2020

Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.

Monthly Fund Commentary

Is the End in Sight?

Yutaka Uda: Tentative agreement on trade war between US and China to be a trigger for a sharp rally.

Monthly Fund Commentary

Consumption tax hike unlikely to constitute risk for economy

Yutaka Uda believes that the Japanese market has the potential to catch up with other major markets.

Monthly Fund Commentary

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.

Monthly Fund Commentary

Pick up of construction orders likely to trigger an economic recovery

Yutaka Uda comments on the impact of the FY2018 supplementary budget on construction orders and their wider impact.

Monthly Fund Commentary

Global economy to turn around from 2H 2019 onwards

Yutaka Uda comments on the importance of fiscal policies in the current economic environment.

Monthly Fund Commentary

The team continue to focus on individual growth companies

Mitsuhiro Yuasa comments on the importance of "looking at a tree not a forest".

Monthly Fund Commentary