Pay attention to the Prime Minister’s new policy
Yutaka Uda discusses the progress made against COVID and the end of the political uncertainty.
Fund Commentary • 19-10-2021
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.
Fund Commentary • 29-04-2020
Corporate profits to turn around from 1Q 2020
Yutaka Uda: The Japanese economy should experience a sharp recovery from 1Q 2020.
Fund Commentary • 23-01-2020
Is the End in Sight?
Yutaka Uda: Tentative agreement on trade war between US and China to be a trigger for a sharp rally.
Fund Commentary • 25-10-2019
BDI recovers: Has global manufacturing bottomed out?
Yutaka Uda discusses the current Japanese economy and provides a detailed market outlook.
Fund Commentary • 20-09-2019
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.
Fund Commentary • 27-08-2019
The Fed – playing a big role for the market
Yutaka Uda provides a review of the Japanese economy and the latest Tankan Survey.
Fund Commentary • 24-07-2019
Market focuses on Trump-Xi meeting at G20 summit
Yutaka Uda comments on the market's response to the US-China trade frictions.
Fund Commentary • 21-06-2019
Infrastructure spending will help the global economic recovery
Yutaka Uda comments on the Japanese FY2019 budget.