News & Insights

[External Link] In this piece published by Funds Global Asia, Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha at SuMi TRUST AM, explores why growth investing in Japan remains relevant - even as the market narrative shifts toward value.

[External Link] In this piece published by Wealth Briefing, Kazunaga Saso, Senior Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM comments why he is positive about Japan’s economic outlook and stock market, despite sweeping tariffs levied by the US.

In March, Japanese equities declined with the TOPIX and Nikkei 225 indices dropping by 0.9% and -4.1%, respectively. The decline was driven by concerns over U.S. President Trump’s tariff proposals, a rising yen, and fears of a global economic slowdown.

[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST AM, shared his comments on the outlook for Japan's monetary policy as the Bank of Japan announced it would make no changes at present.

In February, the Japanese equity market declined with the TOPIX and Nikkei 225 indices dropping by -3.8% and -6.1% respectively. A number of factors including continued concern over President Trump’s tariffs on U.S. imports, failed ceasefire negotiations between Ukraine and Russia, and speculation over further Bank of Japan interest rate hikes led to volatility.