News & Insights

In recent years, Tokyo's office market has seen significant growth and development, attracting considerable investor attention. This article will introduce some of these diverse business hubs that make Japan’s capital a prime destination for investors.

Letter from SuMi TRUST - Prospects for the Japanese Stock Market After Its Major Shakeup

In this article Katsunori Ogawa, Chief Portfolio Manager of Sakigake High Alpha, addresses the flurry of activity by US cloud computing companies building new data centres in Japan. Read on to find out about the roughly 4 trillion yen that has been committed to investment in data centres in Japan and the wider impact this may have on Japan's economy and infrastructure.

Letter from SuMi TRUST: Factor Investment in the Japanese Equity Market – Current Environment and Investment Strategies

Letter from SuMi TRUST: Chief Strategist Hiroyuki Ueno explains the proposed revisions to the Tokyo Stock Exchange Stock Price Index (TOPIX) and what this means for companies and investors.

In the past, observers have called the Japanese hypersensitive to the expectations of (and potential for criticism from) those around them. In this article we argue that in a country traditionally slow to change, this group mentality is working as a force for positive change in improving shareholder returns.

Chief Strategist Hiroyuki Ueno shares SuMi TRUST's outlook on Japanese equity highlights for the second half of 2024.

Chief Strategist Hiroyuki Ueno and Senior Strategist Katsutoshi Inadome share SuMi TRUST's outlook for the Japanese economy in the second half of 2024.

SuMi’s Coffee Break Column: Investment Director, Oki Shiozawa, discusses the impact of labour shortages on the Japanese economy.

SuMi TRUST's Senior Strategist, Katsutoshi Inadome discusses the movement of Japan's long-term interest rates, the BOJ's monetary policy and the impact on bond markets.