Insights
Japan Outlook in 2023
Chief Strategist Hiroyuki Ueno shares his outlook for the Japanese economy, monetary policy and markets in 2023.
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News
Market Review for October 2022
TOPIX ended up on the previous month end. The Japanese equity market rose in line with a rise in the US equity market in the latter half of the month.
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News
Market Review for September 2022
TOPIX ended down on the previous month end due to external risk factors such as rising US interest rates. Moreover the UK's controversial fiscal policy also weighed negatively on market sentiment.
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Press Release
Royanne Doi Joins SuMi TRUST
Sumitomo Mitsui Trust Asset Management (SuMi TRUST), one of Japan’s largest asset managers with $623bn in assets under management (AUM), has appointed Royanne Doi to its board of directors as an independent non-executive director. With Ms. Doi’s appointment, independent directors will comprise half of the board of directors at SuMi TRUST.
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Insights
Japan's Normalisation: CEOs' interests are now better aligned with those of shareholders
In this article, Tatsuya Suzuki, Chief Portfolio Manager of the Japan Quality Growth Strategy, is interviewed by Akimichi Oi, Senior Investment Director, on the positive changes emerging in Japanese companies.
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Insights
Translating Corporate Purpose into Business Practice
In this article, Munehisa Matsumoto, Head of Investment Research, discusses how companies can create sustainable value through implementing their corporate purposes into business practices.
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News
Market Review for August 2022
TOPIX ended up on the previous month-end. However early gains in the first half of the month were shaved off following hawkish statements from the US Federal Reserve Chair Powell.
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News
Market Review for July 2022
TOPIX ended up on the previous month-end following the success of the Liberal Democratic Party at the recent upper house election and expectations for a slowdown of US interest rate rises.
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Insights
Japan After Abe's Death
The sudden death of former Prime Minister Abe was profoundly shocking and will undoubtedly have a lasting impact both culturally and politically in Japan. In this article economist Takayuki Toji discusses Abe's legacy and the potential impact this could have on the Japanese political landscape and economic policy.
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Insights
Inflation and Japanese Corporate Earnings
Concerns over inflation are sweeping across the globe and Japan is no exception. In this article, economist Takayuki Toji discusses the implications of rising inflation and a weaker yen on the Japanese economy.