News & Insights

TOPIX rose for the third consecutive month. The Japanese equity market rallied in the beginning of the month on expectations of a steady recovery in economic activity in China. However, it fell sharply on concerns over the financial system in the U.S. and Europe.

[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap strategy, recently spoke to CityWire Selector's Ian Heath about the tough year for tech and why it remains a key sector in addressing long-term problems in Japan.

[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, recently spoke to Wealth Briefing Asia to discuss the outlook for Japan and investment opportunities in the region.

TOPIX posted a positive return for two consecutive months. U.S. employment data for January and the U.S. Wholesale Price Index for January reduced expectations for a hike in U.S. interest rate hikes, which boosted the Japanese equity market.

[EXTERNAL LINK] Satoshi Marui, Chief Portfolio Manager for the Japan Small Cap strategy, wrote for Funds Global Asia about how some societal issues endemic to Japan present unique opportunities for investors.

TOPIX ended up on the previous month-end, supported by rallying US equities and the end of China's Zero-Covid policy.

TOPIX ended down on the previous month end. Factors such as the yen's appreciation and the increase in the number of new COVID-19 cases in China weighed on the market.

[EXTERNAL LINK] Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap strategy, quoted in James Baxter-Derrington's article for Investment Week. The article covers the re-opening of the Japanese economy, the potential shift in monetary policy and how these factors combine into attractive opportunities.

TOPIX continues to rise this month. Expectations of a slowdown in US interest rate hikes pushed the Japanese equity market up.