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Insights

The Future of the Gaming Industry

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the future of the gaming industry and stocks which stand to benefit from the future technological developments emerging in the industry.
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Insights

Are Chinese Tourists Coming Back to Japan?

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, looks at inbound tourism in Japan in a post-Covid world and what is holding back the recovery of tourism from China.
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Insights

Why Japan’s Gaming Industry is One to Watch

SuMi's Coffee Break Column: Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, discusses the competitive edge of Japan's gaming industry and his top gaming stocks.
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Insights

Monetary Policy to Remain Steady – BOJ’s July Meeting

Will the Bank of Japan finally change course on its monetary easing policy? Or will it hold steady? Senior Strategist Katsutoshi Inadome shares his expectations for the Bank of Japan's upcoming monetary policy meeting.
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Insights

SuMi’s Updated Annual Corporate Earnings Forecast for Summer 2023

SuMi TRUST has updated its annual corporate earnings forecast before the Q2 earnings announcement season which will kick off in late July. SuMi TRUST anticipates that Japanese companies to post positive earnings growth for the FY 2023 and FY 2024. Read this article for a full sector-wide review.
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Insights

Japanese Equities Show Decreasing Volatility

SuMi's Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of the Sakigake Strategy, explores how Japanese equities have shown decreasing volatility and a high risk-return efficiency in comparison to US equities.
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Insights

Resurrection of Small Caps

After several years of Japanese small cap underperformance against their large cap peers, small cap stocks have started to play catch-up from Q2 2023. In this article, Senior Investment Director Akimichi Oi reviews the historical relationship between the relative valuation and performance of small caps against large caps; and displays how its outperformance is likely to continue given the relative undervaluation of small caps.