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News
In November, the Japanese market experienced a decline with the TOPIX and Nikkei 225 indices ending the month down by -0.5% and -2.2% respectively due to factors including expectations of a BOJ rate hike and potential upcoming US trade policy changes.
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Insights
SuMi’s Coffee Break Column – Japan to Showcase Green Transformation at the Horticultural Expo 2027, Yokohama
Katsunori Ogawa, Chief Portfolio Manager of Sakigake HA
Date: 25th November 2024
The Horticultural Expo 2027, Yokohama. This huge event is expected to draw 15 million visitors and showcase Japanese horticulture to the world. As part of this wider mission, we are keen to see how the Expo will spotlight green transformation (GX) at its Urban GX Village pavilion.
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Press Release
Sumitomo Mitsui Trust Asset Management updates ESG materialities and key activity items
Date: 21st November 2024
Sumitomo Mitsui Trust Asset Management has reviewed and updated a set of ESG materialities and related key activity items. SuMi TRUST AM’s ESG materialities identify the important issues for enhancing the value of portfolio companies and supporting their sustainable growth.
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Insights
Navigating the Chip Wars: Japan seizes its moment amid U.S.-China Tensions
Date: 5th November 2024
[External Link] Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST explains how Japanese semiconductor firms are poised for success.
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News
Market Review for October 2024
Date: 1st November 2024
In October, the Japanese market experienced a degree of volatility but ultimately the Nikkei 225 and TOPIX indices ended the month up, at +3.1% and +1.9% respectively. Gains in the market were led by large-cap stocks, following the trend in the U.S. as major stocks hit new historic highs.
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Press Release
SuMi TRUST’s Sakigake ‘Pioneer’ Fund becomes available to UK investors
Date: 1st November 2024
Sumitomo Mitsui Trust Asset Management (SuMi TAM), one of Japan’s largest asset managers, has today announced that its Sakigake High Alpha – Japan Thematic Growth fund, a UCITS vehicle domiciled in Luxembourg, has become available to UK institutional investors.
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Insights
SuMi’s Coffee Break Column - Achieving Sustainable Inbound Tourism in Okinawa
Katsunori Ogawa, Chief Portfolio Manager of Sakigake HA
Date: 18th October 2024
As the number of foreign tourists coming to Japan swells and shows no signs of stopping typical destinations like Kyoto are feeling the strain. In an effort to support this ever growing industry, less well-trodden areas, like Okinawa, are improving their tourism infrastructure and attractions.
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New Japanese Prime Minister and the Stock Market
Date: 8th October 2024
After a three-year tenure from Fumio Kishida, on October 1st Japan elected its 102nd prime minister, Shigeru Ishiba. With a newly formed cabinet much remains uncertain, but in this article we will consider the potential impact of this change of administration on the Japanese equity market.
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Business Confidence Flat Among Japan's Big Manufacturers
Date: 4th October 2024
[External Link] Katsutoshi Inadome, Chief Strategist at SuMi TRUST, recently shared his perspective on the Bank of Japan's Tankan survey and what this means for the manufacturing sector in Japan.
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News
Japan’s biggest pension fund faces more pressure to deliver
Date: 4th October 2024
[External Link] SuMi TRUST's Chief Strategist, Katsutoshi Inadome's comments on the state of Japan's Government Pension Investment Fund have been published Financial Times.