News & Insights

[External Link] Katsunori Ogawa, Chief Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM, goes in depth on his conviction in the strength of the Japanese semiconductor industry.

[EXTERNAL LINK] SuMi TRUST AM's Chief Strategist, Katsutoshi Inadome shares his analysis on the outcome of the Bank of Japan's monetary policy meeting in September.

SuMi TRUST AM's Senior Stewardship Officer, Seiji Kawazoe comments on engagement activities within the Taskforce on Nature-related Financial Disclosures.

In September, the Japanese equity market continued to see significant volatility. The month started with a drop caused in part by weaker-than-expected U.S. economic data. This was followed by a rebound in the run-up to the selection of Prime Minister Kishida’s successor.

In August, the Japanese equity market saw significant volatility. Despite the initially bleak outlook, by the mid-month Japanese markets had made a strong recovery. This month also saw Prime Minister Kishida announce that he would be stepping down.

[EXTERNAL LINK] SuMi TRUST AM's Chief Strategist, Hiroyuki Ueno shares his analysis of Japan's recently released economic performance figures for Q2 2024.

Letter from SuMi TRUST AM - Japan's annualised GDP rate grows to 3.1% in Q2 Preliminary report for Japan's real Gross Domestic Product (GDP) for Q2 2024 shows first positive growth recorded in two quarters, exceeding the market forecast of +2.3%.

[EXTERNAL LINK] Chief Strategist at SuMi TRUST AM, Hiroyuki Ueno's comments featured in Morningstar. After the Crash, Where Next for Japan Investors? Morningstar rated fund managers expect more volatility and a rotation away from yen-sensitive stocks - but also further stock market gains as overseas buyers return.

[EXTERNAL LINK] SuMi TRUST AM's Chief Strategist, Hiroyuki Ueno shares his views on the recent turbulence in the Japanese market and its implications going forward.