News & Insights

We asked Mr Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, to share his outlook on how the market is likely to perform and which companies will be favoured by the market.

The corporate environment has been transformed dramatically over the last 31 years. While the rules of competition have changed, many of Japanese companies have not made the necessary adjustments. However, it can also be said that the capabilities of Japanese companies are sometimes underestimated. This article explores how SuMi TRUST is supporting companies in their efforts to maximise their corporate value and promote better changes by identifying their issues and the drivers for change.

The emergence of the new variant Omicron poses new challenges to recovering economies, but what is the outlook for Japan in 2022? While rising energy prices and supply chain constraints continue to pose a risk, the normalisation of economic activities following a rapid uptake in vaccinations suggests an optimistic view towards economic recovery.

On 3rd September 2021, Prime Minister Suga announced at a meeting of the Liberal Democratic Party (LDP) board members that he will not run for the LDP presidency, with the election scheduled to take place on 29th September.

Japan's real GDP growth rate was -3.9% on an annualised quarter on quarter (QoQ) basis in the January-March 2021, the first negative growth in three quarters, mainly due to a fall in personal consumption. However, if the vaccination rollout progresses, the Japanese economy is expected to recover due to a pick-up in personal consumption, etc.

A quick review of Prime Minister Abe’s resignation and the implications for the Japanese Stock Market

How Japanese companies that can grow even under the coronavirus

With its stable governance, steady investment yield and approximately four-percent net operating income, the Japanese real estate market boasts strong fundamentals. As the 2020 Tokyo Olympics draws closer, is this the time to invest in Japan?