News & Insights

[EXTERNAL LINK]  In Wealth Briefing Asia SuMi TRUST's Chief Strategist, Hiroyuki Ueno, discusses his outlook for the Japanese stock market ahead of the release of Japan's preliminary GDP figures.

The Japanese stock market continued its rally in July, with TOPIX up 1.5% and the Nikkei 225 down only 0.1%. The Bank of Japan surprised markets at the month-end with a tweak to its yield curve control policy, which lead the yen to spike up. However optimism surrounding the US market spread to Japanese equities.

[EXTERNAL LINK] In this article with The Financial Times, Katsutoshi Inadome, Senior Strategist at SuMi TRUST, recently shared his thoughts on the Bank of Japan's monetary policy amidst recent rate hikes by the Federal Reserve and European Central Bank.

[EXTERNAL LINK] In this article with Trustnet, Katsunori Ogawa, chief portfolio manager of the Sakigake High Alpha Fund, explores the reversal of volatility when comparing Japanese and US equities, and the background behind this change.

[EXTERNAL LINK] Kuniyuki Sugihara, senior portfolio manager at SuMi TRUST, shares his outlook for the Japanese stock market following it's recent rally.

The Japanese stock market rallied for six consecutive months in June, with the Nikkei 225 closing above 33,000 on 30 June. Yen depreciation boosted expectations of higher earnings for exporters amidst rising US interest rates. Meanwhile domestic demand is also expected to rise as Japan's wage growth hits its highest level in 30 years.

[EXTERNAL LINK] In this article with Wealth Briefing Asia, Katsunori Ogawa, chief portfolio manager of the Sakigake High Alpha Fund, discusses how Japan's tourism industry is flourishing amidst China's reopening and Japan's removal of travel restrictions following the COVID-19 pandemic. Read about his two stock picks which are well positioned to take advantage of the ongoing tourism boom.

[EXTERNAL LINK] Katsutoshi Inadome, Senior Strategist at SuMi TRUST, recently shared his perspective on the Bank of Japan's decision to maintain its ultra-loose monetary policy at its recent monetary policy meeting.

The Japanese stock market reached a 33 year high in May, with the TOPIX index up 3.6% and the Nikkei 225 up 7.0%. The market reacted favourably towards the middle of the month as overseas investors bought up Japanese equities. Meanwhile the market softened towards the month-end as April industrial production fell short of the market consensus.